Our blog includes posts about a wide range of estate planning topics, including trust-based estate plans, estate planning when you have a disabled adult child, planning as part of a blended family, and planning for charitable giving. To learn more, contact our office to discuss how we can help you create an estate plan that best fits your needs.
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Why I Chose to Get into Tax and Estate Planning Tax Lawyer Sacramento -
Another Celebrity Horror Story in the Making: Lessons from Anne Heche’s Estate Probate Lawyer Sacramento -
Inclusion in the 2023 Edition of Best Lawyers in America Best Sacramento Estate Planning Attorney -
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? -
Don’t Throw Away a $12.06M Estate Tax Exemption by Accident Many 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. -
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. -
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. -
Planning in an Uncertain Tax World Tax Attorney Sacramento Roseville Folsom California -
2021 Tax Planning in a Changing World Tax Planning Attorney in Sacramento, California -
Family Business Survival Strategies in an Era of Sweeping Tax Reform Sacramento Tax Attorney -
Estate Planning Opportunities May Be Lost in December The United States Treasury (IRS) just issued Proposed Regulations that could have a dramatic impact on your estate planning by eliminating valuation discounts. -
Estate Planning for an Aging Population Today, 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.