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.
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We alluded to year-end resolutions in our immediately preceding blog post, noting in our November 27 entry that many good-faith planners resolutely try "to stay on top of important things in life."We get that many individuals and families find that hard to do when it...
Kudos for you if you’re a good-faith planner who truly does try to stay on top of important things in life. Perhaps you have some sort of to-do list that you periodically adjust and try to stay tracked in on throughout the year.Many people do, of course, whether...
As you make an estate plan, you hope that your heirs will not fight over your assets. That becomes your top priority. You have seen examples within your own family of rifts that grow between adult children when their parents pass away. You have seen those long,...
Legal commentators frequently make the point that the realm of estate planning is far broader and multi-faceted than is commonly appreciated. Legions of individuals and families in California and nationally duly note that planning applies to focused money concerns and...
Not every estate settlement features a yacht of gargantuan dimensions.Of course, not every estate spotlights the assets held by a Microsoft Corporation co-founder. Paul Allen, who passed away recently, had a lot of toys to play with. In addition to the aforementioned...
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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