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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The Winding Road HomeNow, my kids are grown and on their own. The ranch is sold, but my memories remain.
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Our First Flight as a FamilyMy kids were about four (4) and seven (7). Traveling alone and being outnumbered with more kids than adults was intimidating.
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My Dad – The Funniest Guy I KnowMy dad’s jokes and clever stories remain my favorite memories.
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Upstream Basis Planning: How to Use Your Estate Plan to Save TaxTax Planning Attorney Sacramento Elk Grove Roseville
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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?
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Don’t Throw Away a $12.06M Estate Tax Exemption by AccidentMany 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.
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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!)One thing that’s rarely discussed until it’s too late is the importance of mobility and the idea of being able to have enough strength, balance, and flexibility.
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The IRS Can't Keep Up!Many of us, particularly tax practitioners, experience and continue to endure unprecedented delay with the Internal Revenue Service (the IRS).
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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.