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Keeping a business profitable is probably one of the toughest questions facing a business owner. Indeed, the business may be thriving today, or this year, but ensuring the continuing viability takes planning, especially if you don’t plan on being in the business...
"Follow the money."So says Don Fort, a chief principal with the Internal Revenue Service's Criminal Investigation division, known for its relentless probing of Americans holding accounts abroad in foreign financial institutions. Fort doesn't care overly much about the...
To say that a common core of estate planning considerations and strategies is equally applicable for both heterosexual and same-sex couples, respectively, is an obvious oversimplification.And, indeed, it is an inapt observation even where heterosexual planning...
Sometimes a would-be estate planner in California or elsewhere knows exactly who they want to leave their estate to, but is fuzzy on the details regarding asset distribution, timing considerations, trust specifics and additional concerns.Conversely, there are also...
When implementing an estate plan in California, it is essential to ensure that you receive the proper compensation for the amount of time and work you are putting in. The probate court will look through the amount you charge to see if it is reasonable, especially if...
California families have an exemption for their estate that keeps it from being subject to income taxes. However, above that $11.7 million, the estate tax bill could get large. This is why they need to take measures to reduce the size of their taxable estate. Life...
Not every inheritance involves paying estate taxes, but some estates rise above the federal exclusion amount. California residents that feel familiar with state and federal tax rules might not realize changes could happen. Namely, proposals intended to raise tax...
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