The above heading for today's blog post states what any proven estate administration and tax attorney knows to be true in the most fundamental sense, namely this: Optimal business succession outcomes are rewarded by principals who proceed proactively and in a manner...
Bay Area Estate And Tax Planning Law Firm
Month: November 2016
Is the answer to a thorny estate planning question … decluttering?
Here's the scenario -- the general gist, if you will -- of a recent media focus and real-life story on death, survivors and an estate that needs to be immediately reckoned with.Mom has just passed away after a long and fruitful life. Her adult children are thankful...
The big estate planning battle for many Americans: getting started
There are many key takeaways regarding estate administration that centrally emerge in a recent survey conducted by the estate planning guidance group WealthCounsel.One of those is that many Americans want to connect with an attorney and get educated concerning their...
Offshore-linked tax matters: Time to contact proven tax counsel?
It has often noted, in various terms, that the Internal Revenue Service is a jealous mistress.That is, the agency is the antithesis of a soft-edged and forgiving organization when it comes to interpreting and applying U.S. tax laws. Indeed, it is a sober and exacting...