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A Journey Rooted in Community and Legacy
A California girl at heart, Marie L Morrisroe was born and grew up in Los Angeles. While she did move ...
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2025 Year End Tax Tips and Charitable Considerations
As we approach the end of 2025, there are several key tax-planning strategies to consider and potential action items to ...
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Anchoring the Future: SBMM’s Endowment & Legacy Giving
A nonprofit endowment is a dedicated pool of donated funds that are invested for long-term support of the organization’s mission. ...
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Is Your Estate Plan Built to Prevent Conflict?
Ultimately, a well-structured estate plan does more than preserve/transfer wealth—it preserves family unity and minimizes conflict and legal risk. Recent ...
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Avoiding Trust Disputes
More heirs are heading to court in 2025—and the biggest trigger? Surprise trusts. These are trusts that surface after a ...
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Good Reasons for Estate Planning Still Exist
The new budget bill, the Opportunity, Balance and Better Budget Act, was just signed on July 4th and includes the federal ...
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