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The phrase “alleged disinheritance” is likely to command attention in any final estate plan accounting, with that certainly being the case where a celebrity is concerned.Burt Reynolds unquestionably qualifies for that title, with that actor being a...
You and your siblings haven't gotten along in years. Granted, you're occasionally able to put the fights and rivalries aside for Christmas dinner or some other family gathering, but that's a far cry from being happy and getting along. You're just pretending for the...
A recent and notably instructive article on estate administration delivers a kind of two-sided-coin message concerning key money matters for planners.It notes on the one hand that legions of individuals and families fail to appreciate “just how big a bite taxes...
Most American taxpayers likely don’t even know what the acronym OVDP stands for. Those who can readily connect those letters with “Offshore Voluntary Disclosure Program,” though, probably know quite a bit about that IRS initiative. They know it...
We have stated many times in our estate planning blog at the Alameda County Law Offices of Connie YI that effective estate administration entails more than the mere protection of family property.That is certainly a key and fundamental planning focus, true enough. It...
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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