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 PlanningTax Lawyer Sacramento
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Another Celebrity Horror Story in the Making: Lessons from Anne Heche’s EstateProbate Lawyer Sacramento
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Inclusion in the 2023 Edition of Best Lawyers in AmericaBest Sacramento Estate Planning Attorney
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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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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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2021 Tax Planning in a Changing WorldTax Planning Attorney in Sacramento, California
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Family Business Survival Strategies in an Era of Sweeping Tax ReformSacramento Tax Attorney
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Estate Planning Opportunities May Be Lost in DecemberThe United States Treasury (IRS) just issued Proposed Regulations that could have a dramatic impact on your estate planning by eliminating valuation discounts.
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Estate Planning for an Aging PopulationToday, 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.