by Sonia C. Lee | Jun 26, 2024 | Business News
Celebrate Your Independence! – Thompson Von Tungeln Happy July 4th! Independence Day is a great time to contemplate and appreciate the many freedoms we enjoy in this amazing country. However, while California is wonderful in so many ways, we do have to be...
by Sonia C. Lee | May 31, 2024 | Business News
Alzheimer’s and Brain Awareness Month – Thompson Von Tungeln Unfortunately, nearly all of us have at least one family member or friend who has or has passed away with Alzheimer’s or another form of dementia. Indeed, some of us may already be struggling with loss...
by Sonia C. Lee | Apr 24, 2024 | Business News
Honoring Moms And Their Families – Thompson Von Tungeln Happy Mother’s Day! As a mom and a daughter, Mother’s Day has always had a special place in my heart as a wonderful opportunity to express our appreciation for everything moms do and to spend time with the...
by Sonia C. Lee | Mar 27, 2024 | Business News
Will Your Loved Ones Know What To Do When It Is Time? – Thompson Von Tungeln Many of you have wisely established and funded your trust. Congratulations! However, does your child, relative or friend who will be your Living Trust’s “Successor Trustee” have any...
by Sonia C. Lee | Feb 29, 2024 | Business News
Yes, You Can Sell Your Highly Appreciated Property Tax Free – Thompson Von Tungeln Many homeowners believe that the only way to sell your home without paying hefty capital gains taxes is to rely on the primary residence exclusion of gain which only provides a...
