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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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.
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The NING TrustThe NING Trust is a special type of trust established by a resident of a state with a high-income tax rate to reduce his or her state income taxes.
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A Sacramento Estate Planner Shares Thoughts on Conflict AvoidanceJeff Galvin asks estate planning attorney John Goralka, of the Goralka Law Firm in Sacramento, to share his thoughts on working with clients to avoid disputes over their estate plans.
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The Optimal Basis and Income Tax Efficiency Trust: Adapting “A/B” Trusts for Better Income Tax AdvantagesMost taxpayers are no longer directly impacted by federal estate taxes, which now only affect those with taxable estates over $5.45 million ($10.90 million for couples). These numbers are even adjusted for inflation.
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A Tale of Two Marriages and One Prenuptial AgreementPrenuptial agreements can make a world of difference for our clients in a divorce, particularly when it comes to high-net-worth clients such as celebrities. In a tale of two very different marriages, we'll highlight the difference and provide considerations to strengthen the agreement for your client and his or her partner, if their marriage fails.
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What a Beneficiary Controlled Trust Can Do to Protect Your Legacy After You Are GoneLife is messy sometimes.
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On National Chocolate Chip Cookie Day, a Lesson in Life from Mrs. FieldsDid you know that Aug. 4 is National Chocolate Chip Cookie Day?
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Britney Spears’ Sad Song … Warning: This Could Happen to YouBeing forced into conservatorship and losing all control over your life isn’t something that just happens in movies.
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IRS and Social Security Announce Increased Benefits for 2015IRS and Social Security
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Captive Insurance - Lessons to Be Learned From the Avrahami CaseA Captive Insurance Company is a privately owned, legally formed insurance company created to insure the risks of one or more companies owned by the Captive's founder.
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Lessons to Learn From Philip Seymour Hoffman