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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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.
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Losing Mobility as You Get Older (and What Can You Do About It!)Sacramento Tax Attorney
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The IRS Can't Keep Up!Sacramento Tax Attorney
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Can Cataract Surgery Reduce Your Risk for Developing Dementia?Sacramento Tax Estate Planning Attorney
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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 WorldTax Attorney Sacramento Roseville Folsom California
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Cheers to 2022!Sacramento Trust and Estates Lawyer
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2021/2022 Corporate Formations and DissolutionsCorporate Formations and Dissolutions Sacramento Attorney
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2021 Tax Planning in a Changing WorldTax Planning Attorney in Sacramento, California
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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. Living Trust Attorney in Sacramento, CA.
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Christmas MemoriesEstate Planning Lawyer - Sacramento, California
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Family Business Survival Strategies in an Era of Sweeping Tax ReformSacramento Tax Attorney