Our regularly updated blog discusses a variety of issues related to business, tax, and estate planning in California. Learn why an estate plan is necessary regardless of age or income, what steps you can take to reduce your tax liability and protect your assets, how to ensure your business remains on a solid legal foundation, and much more.
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Our First Flight as a Family Sacramento Trust Lawyer -
My Dad – The Funniest Guy I Know Sacramento living trust lawyer -
What If Johnny Depp and Amber Heard Had a Premarital Agreement? Oh, the gritty details we’re learning from the latest court battle between Johnny Depp and Amber Heard. This unfortunate airing of dirty laundry may have been avoided with a prenup. Should you think about getting one yourself? -
Don’t Throw Away a $12.06M Estate Tax Exemption by Accident Many married couples fall into the “portability trap.” They fail to file an IRS form after one spouse dies and accidentally forfeit a massive federal estate tax exemption. -
Don't Fall Into the Portability Trap! The Federal estate tax exemption and gift exemption is presently $12.06 million. A married couple can transfer $24.12 million to their children or loved ones free of tax with proper planning. The exemption is tied to inflation so the exemption will continue to rise. -
Losing Mobility as You Get Older (and What Can You Do About It!) Sacramento Tax Attorney -
The IRS Can't Keep Up! Sacramento Tax Attorney -
Can Cataract Surgery Reduce Your Risk for Developing Dementia? Sacramento Tax Estate Planning Attorney -
This Valentine’s Day – Think … Trust Income Tax Savings! Valentine’s Day is synonymous with hearts and flowers, but for those with non-grantor trusts, there’s another symbol that could be associated with it: dollar signs. -
Planning in an Uncertain Tax World Tax Attorney Sacramento Roseville Folsom California -
Cheers to 2022! Sacramento Trust and Estates Lawyer -
2021/2022 Corporate Formations and Dissolutions Corporate Formations and Dissolutions Sacramento Attorney