Estrada Webb & Associates

01/29/2024

One of the most important decisions you can make when considering your estate plan is deciding who will serve as your successor trustee. Let’s discuss your options to see what may be best for you and your family.

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01/22/2024

We’re in the midst of what many are calling the “Great Wealth Transfer.” If you’re planning on bequeathing your money, let’s make sure you have the right plans in place.

12/14/2023

Thinking of liquidating your assets to pay a tax obligation? Let’s see if a securities-backed line of credit can help avoid disrupting your investment strategy.

12/12/2023

Not everyone has “the gift of gab.” If your family dreads talking about money, get in touch today to help make sure they’re protected this holiday season.

12/07/2023

The risk you may be taking when holding a large position in a single company’s stock could outweigh the benefits. Let’s talk about strategies that can help you lower your risk.

11/30/2023

Discussing money during the holidays? Don't play it by ear. Make a plan to make sure all is calm, all is bright this year. Contact us today and learn how to avoid the awkward silence.

11/21/2023

This year, money talk doesn’t need to ruin the mood. Start making financial planning a holiday tradition, minus the tension. Get in touch today to learn how you can keep calm and merry on.

11/16/2023

Gifting isn’t always about giving people what they want - It could be about giving what they financially need. Let’s talk about how gifting can help you and your loved ones’ year end planning.

Some families should consider taking gift tax exemptions now as it may save their estates sizable amounts in the future.

10/31/2023

Financial fears are all too real for many Americans. Personalized financial guidance can help. Let's talk. Happy Halloween!

10/26/2023

Tax-Loss Harvesting can be a useful strategy to help you reduce taxes when it’s time to file. Let’s go over professionally managed, diversified strategies that may help lower your tax bill.

Tax shelters aren’t just for the rich. Everyday investors should use the strategy called tax-loss harvesting too. Here's how it works.

10/12/2023

It can feel like a full-time job managing your wealth, especially if you have complex financial needs. Let's talk through how specialized services can help you plan for your future. https://bit.ly/3rNjajA.

09/28/2023

Generational wealth can’t be passed on in silence. Have the “money talk” with your family. And remember, we are here to help with that conversation.