For the safety of our community, clients and staff, we have suspended all in-person meeting effective March 17, 2020. All consultation meetings will be via Phone or Zoom Video Conferencing. Please contact us at 925-484-0888 or email us directly at [email protected] to schedule the consultation.
If you've ever tried to get someone to do something they don't want to do, you may agree with the concept that people do things for their own reasons, and not for yours. We may never truly know the reasons that led a Facebook executive to renounce his U.S. citizenship...
In an earlier post, our San Francisco Bay area readers learned about the Internal Revenue Service's increased efforts for compliance regarding earnings in foreign bank accounts. In light of that, why would federal prosecutors drop charges against a San Francisco...
Hercules is a city in Contra Costa County on the southeastern shores of San Pablo Bay, California. According to the United States Census Bureau, the city has 24,060 people and within its city limits it is 65.87 percent water.The city may be all wet in more ways than...
Many of us in California have just finished sending in our personal income tax returns for 2011, but it isn't too early to plan ahead for the 2012 return according to knowledgeable sources.Planning ahead and making certain financial moves now may prevent you from...
For several years the Internal Revenue Service has been cranking up the heat on U.S. taxpayers in California and elsewhere who have unreported income from foreign bank accounts. Many of those accounts are in Switzerland.UBS and Credit Suisse are two large banking...
Misconceptions exist about the relationship between age and estate planning. Yes, older people may prioritize estate planning for reasons related to advancing age and health concerns. That does not mean only older California residents benefit from the process. Young...
Residents of California may want to learn more about the role of the fiduciary and their responsibilities. Because fiduciary duty may be a requirement among certain professions, clients and professionals should know more about what this is. The meaning of fiduciary...
For parents, one of the biggest reasons they decide to create an estate plan is to ensure their child will be cared for no matter what. It isn’t easy to think about a tragedy where a child may lose both their parents before they turn 18, but parents have to plan for...
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