JKZ LLP's Managing Partner, Yulissa Zulaica, is teaming up with Brio Financial Group for an hour long virtual session on December 3, 2021 to discuss generational wealth. One would think that giving money away would be easy but there are commonly made missteps which...
Serving The Bay Area And All Of California For More Than A Decade
Month: November 2021
Where new parents create their estate plans
Estate planning for new parents in California isn’t complicated. Some parents see the adjustment of their estate plans as necessary for their newborns. Children are certainly a reason to update your financial portfolio. Your children might even lose you prematurely,...
Are you financially prepared for divorce?
Divorce is a big step in California, but it doesn't have to be a major disaster. If you take the time to plan ahead and prepare your finances for divorce, you can minimize potential problems. If you have not prepared your finances for divorce yet, here's what you need...
Estate planning and pets
Pet owners in California know that their animals have unique personalities and needs. It’s not uncommon to recognize a pet in estate planning documents. After all, you want to make sure that your beloved dog or cat ends up being cared for by the right person if...