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.
Reportedly, about 70% of all Americans who live outside the United States have a problem with the country’s taxation scheme.Bottom line: They don’t think they should be required to pay taxes at all. There are approximately 9 million Americans residing...
A recent national media piece on estate planning notes the general angst that many individuals across the country feel these days owing to the current health pandemic.Admittedly, coronavirus is a scary thing. Its arrival was unexpected and its anticipated tenure...
Parents who want to avoid disputes after their passing have at least one great option that they can use to do prevent them. It's a simple solution: giving gifts while they're still alive.While parents may want to leave inheritances to their children, it's a good idea...
A recent Forbes piece spotlighting the Internal Revenue Service notes news of recent years stressing a progressively weakened tax agency. The IRS is increasingly portrayed as a handcuffed agency featuring a steady reduction of agents/examiners, a decreased audit rate...
We continue today with subject matter we introduced and generally touched upon in a recent blog post. Namely, that is asset transfer from one generation to the next, a topic that understandably commands special relevance for families with above-average asset...
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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