Big changes are coming to your family's tax situation in 2026! The One Big Beautiful Bill Act (OBBBA) is reshaping how we handle deductions, charitable giving, and child-related credits. While tax changes can feel overwhelming, these updates actually create some exciting new opportunities for San Jose families to save money

Warren Buffett’s 2024 farewell letter isn’t just for investors—it’s a playbook for legacy. Here’s the short, skimmable version for busy, bilingual San Jose families. Legacy First: Values > Valuables What do you want your kids to remember—your net worth or your values? Legacy is the stories, habits, and opportunities you

As a parent in San Jose's vibrant multicultural community, you've probably spent countless hours teaching your children to speak both languages, celebrating traditional holidays, and sharing stories from your homeland. But have you thought about what happens to all those precious cultural traditions if something unexpected happens to you? Here's

Here’s a stat that gets our attention: 70% of families lose control of their assets by the third generation. Not because markets crash, but because families don’t talk and don’t put a clear estate plan in place. The good news? When you pair open conversations with a thoughtful plan—wills, trusts,

Parenting is a full-time juggle, and the legal and financial prep often slides to "later." The good news: a few simple moves today can make a big difference for your kids tomorrow. Here are seven common slip-ups we see—and quick, practical fixes. Mistake #1: Thinking "I'm Too Young" for Estate

The massive tax legislation known as the “One Big Beautiful Bill” (“OBBB”) became law on July 4, 2025, brings  sweeping changes that will affect nearly every American family. While much of the media attention has focused on the political drama surrounding its passage, what really matters is how these changes

Have you ever worked your entire life to build something valuable, only to worry about a significant portion being taken away after your death, and before it gets to the people you love? That’s the reality many American families face when thinking about the estate tax – sometimes called the

The recent passing of legendary actor Gene Hackman has revealed a complicated estate situation that serves as a powerful warning for everyone – married couples especially – regardless of your net worth.  Whether you have significant assets or just want to ensure your wishes are honored during your lifetime and

The July 2024 passing of beloved Gen X actress Shannen Doherty offers important lessons about estate planning during divorce. Known for her iconic roles in “Beverly Hills, 90210,” “Heathers” and “Charmed,” Doherty not only faced a courageous and public battle with breast cancer but also raced against time to finalize

When you create an estate plan that includes a living trust, you’ve taken an essential step toward protecting your home and family from the cost of court. However, many people don’t realize that placing their home in a trust requires updating their homeowner’s insurance policy. Without this crucial step, you