California Financial Partners

Building Trust Through Expertise & Integrity

  • Company
    • Our Process
      • Components of a Financial Plan
      • Investment Vehicles
      • Your Total Wealth Management Solution
    • Policies
    • Contact
  • Meet the Team
  • Resources
    • LPL Resources
    • LPL Podcasts
    • Outlook Videos
    • CALFP Blog
  • Login
You are here: Home / Publications

January 14, 2024 By Michael Milam

Filing an Estate Tax Return

When you die, you will leave behind all your property (everything you own) and debts (everything you owe). All this is called your estate.

Filed Under: Mike Milam Tagged With: Estate Planning, tax planning

January 7, 2024 By Michael Milam

4 Tax Planning Tips for High-Net-Worth Families 

ax planning might be complex, but it’s also essential—especially for high-net-worth families, where missing tax breaks or failing to optimize income could cost significant dollars, maybe millions, over a lifetime.

Filed Under: Mike Milam Tagged With: High-Net-Worth, tax planning

January 1, 2024 By Michael Milam

10 New Year’s Resolutions for You to Think About

But as I see friends I know at the grocery store or at the gas station, the question I’ve heard the most in the past few weeks is, “what are your New Year’s resolutions?”

Filed Under: Mike Milam Tagged With: Financial Planning, New Year's Resolutions

December 24, 2023 By Michael Milam

Four Actions to Take if You’re Retiring Next Year

It’s common for people who are retiring to set their retirement date in either the springtime or the early summer. If you happen to be one of those lucky folks who are going to retire this year, then “Congratulations!”

Filed Under: Mike Milam Tagged With: Financial Planning, Retirement Planning

December 17, 2023 By Michael Milam

7 Estate Planning Topics to Discuss with the Family over Christmas Dinner

One of the more difficult conversations for family members to have is talking about estate planning. There are several reasons for this, including the reality of our own mortality and that of our loved ones. In some families, it is an unspoken taboo to talk about money. Many parents don’t want their children to know how much they have or how much their children will receive after they die for fear the kids may become lazy or entitled or that they won’t understand their parent’s intentions for their estate. And so, no effort is made to create meaningful and beneficial dialogue.

Filed Under: Mike Milam Tagged With: Christmas, Estate Planning

  • « Previous Page
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • …
  • 73
  • Next Page »

Recent Posts

  • Outlook 2025: Pragmatic Optimism
  • 2024 Midyear Outlook: Still Waiting for the Turn
  • High-Net-Worth Retirement Planning: How Social Security Fits In
  • Wealth, Success, and Mental Health: Finding the Balance Between Wealthy and Healthy
  • Employee Stock Ownership Plans for Executives

Categories

  • Edward Johnson
  • Events
  • Mike Milam
  • The Biggest Mistakes in Financial Planning Series
  • Uncategorized

Glendale, CA Office

California Financial Partners, Inc.
700 N. Brand Blvd.
Suite 640
Glendale, California 91203
Tel: 818-550-9955

  • Home
  • Meet the Team
  • Our Process
  • Publications
  • Tools
  • Login
  • Policies
  • Fee Schedule
  • Privacy Policy
  • Disclaimers
  • Contact

California Financial Partners, Inc., A Registered Investment Advisor, is a fee-based comprehensive financial planning organization. Securities and Advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA & SIPC. LPL Financial Form CRS.

The LPL Financial Registered Representatives associated with this site are currently registered to discuss and/or transact securities business with residents of the following states:
AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY.
If you are in a state other than those listed, we will acquire the appropriate state license so that we may serve you.

Copyright © California Financial Partners, Inc.