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.

  • Page 15
  • Planning for the Final Chapter Completing the following four tasks can help you meet any last obligations to your loved ones, ensure your final days are spent as you want, and reconcile your dreams with the realities of your life. Is a goal without a plan just a wish? Regardless of the goals you have...
  • Lifetime Gift Exclusion and Recent Surge in Gifting The law created a chance for wealthy families to move assets out of their estates and let their heirs benefit from any appreciation in value, said Lisa Featherngill, a managing director at Abbot Downing, a wealth-management unit of Wells Fargo & Co. According to official numbers recently released by the...
  • Estate Planning Begins Now! The best estate planning not only addresses our affairs after death, it also positions us to deal with our affairs under potentially adverse circumstances during our lifetime. When people hear the term "estate planning," most immediately think of senior citizens, retirement, wills and perhaps funerals. While that may be your...
  • Should You Downsize In Retirement? Emotionally, it's hard to let go of a home filled with memories. Moving is a hassle, and downsizing to a smaller home isn't always the cash bonanza some might expect. When entering your golden years of retirement, what is the ideal living arrangement for your new stage of life? Do...