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There's an irony central to family life that is highlighted in the parent/child dynamic. And it is underscored in the role reversal that often takes place among family members. When children are young, their parents lovingly protect them, teaching important things,...
Here's a clear message for ultra-wealthy Americans who have been having bad dreams for years now that center on IRS and DOJ agents combing through the files of European financial institution for evidence of tax evasion: blissful nights of uninterrupted sleep are not...
Author John Steinbeck's novels are so highly regarded and widely loved that they were virtually destined from inception to undergo successive reincarnations as plays and films spanning decades. East of Eden is an obvious case in point, with James Dean rocketing to...
A recent New York Times article addresses a distinct American phenomenon that has material implications for legions of estate planners in California and all across the country.And that has to do with "stuff," that is, the lifelong accretion of physical objects that...
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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