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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Prepare Your Family for the Financial and Legal Aftermath of Your DeathTaking these steps now can help ensure your family isn't overwhelmed with uncertainty later on.
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FinCEN Will Not Penalize Noncompliance with Current BOI Filing DeadlinesGiven the fluid nature of these requirements businesses should maintain flexibility in their compliance approaches while ensuring readiness for new deadlines.
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Recipe of the Month: Ravioli SoupThis ravioli soup recipe combines hearty ground beef with plump cheese ravioli
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Sophisticated Planning With Flexible Irrevocable TrustsA flexible irrevocable trust can minimize taxes on capital gains, ordinary income, estate tax and property tax.
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The Mustard is in Bloom!Mustard grows wild with colorful flowers in Livermore, signaling spring's arrival, and when my children were little we often enjoyed seeing the blooms in the valley.
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Becoming a Certified Specialist in Law in CaliforniaI have the privilege of holding dual certifications as a Certified Specialist in Taxation and Estate Planning, Trust, and Probate Law by the State Bar of California.
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BOI Reporting Deadline Reinstated – March 21, 2025Another Update to The Continuing Corporate Transparency Act Saga
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Eight Goals to Jump-Start Your Financial Success in 2025To achieve your financial goals this year, you'll need to start with a clear vision and plan.
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Tony Bennett's Daughters Share Thoughts on How to Prevent Inheritance DisputesOther families, especially high-net-worth ones, can benefit from Johanna and Antonia Bennett's experience encountering estate disagreements.
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Recipe of the Month: Potato Beer Cheese Soup
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Wills Gone Wild: How to Avoid Estate Planning DisastersThese wills gone wild may be extreme examples of poor estate planning, but experts explain how easily a will can go to the dogs.
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Happy Lunar New Year! Welcome the Year of the Snake!Celebrating the Year of the Snake: Embracing Lunar New Year 2025