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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Can Cataract Surgery Reduce Your Risk for Developing Dementia?According to a recent study conducted by the University of Washington, adults who have undergone cataract surgery have shown to have a lower risk of developing dementia.
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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.
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Planning in an Uncertain Tax WorldAs we begin 2022, we remain uncertain of the estate and income tax landscape for the year.
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Cheers to 2022!As the new year begins, we each have an exciting opportunity to rewrite the course and direction of our lives.
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2021/2022 Corporate Formations and DissolutionsAs the year comes to a close, we should consider any time sensitive corporate transactions.
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2021 Tax Planning in a Changing WorldMost years, Thanksgiving brings family celebrations, get togethers, turkey and a reminder to dust off the tried-and-true income tax planning checklist.
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Beware of These Ongoing Scams! (And Tips on How to Avoid Falling Victim to Them)Tips for Avoiding Scams for Seniors.
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Christmas MemoriesChristmas traditions were, and continue to be, very important for me and my family.
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Family Business Survival Strategies in an Era of Sweeping Tax ReformThe family business, in the best of times, faces unique challenges, particularly with business succession and estate planning.
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Estate Planning Opportunities May Be Lost in DecemberThe United States Treasury (IRS) just issued Proposed Regulations that could have a dramatic impact on your estate planning by eliminating valuation discounts.
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Estate Planning for an Aging PopulationToday, a 65 year-old man will live an average of 21 more years. If not planned for, those additional years of life can cause significant financial strain and threaten our ability to maintain a high quality of life during retirement.
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The NING TrustThe NING Trust is a special type of trust established by a resident of a state with a high-income tax rate to reduce his or her state income taxes.