The federal estate tax exclusion is the amount that can be transferred before the estate... [Read more...]
Top Three Estate Planning Misconceptions
Far too many people are not properly prepared from an estate planning perspective, and the... [Read more...]
Tips When Inheriting IRAs
We regularly get inquiries from our clients who are recipients of an inheritance. An ever... [Read more...]
What Does Funding a Living Trust Mean?
A living trust is an estate planning vehicle that is widely utilized by people who... [Read more...]
Bad News for Social Security Recipients
When you are living on a fixed income, there are challenges, because the cost of... [Read more...]
Do You Have to Report an Inheritance as Taxable Income?
You may be concerned about taxes that your loved ones may have to pay when... [Read more...]
Should I Apply for Social Security at the Age of 62?
As an American taxpayer, you pay FICA or self-employment taxes. When you pay these taxes,... [Read more...]
Will Medi-Cal Count Assets in My Living Trust?
When you are devising your estate plan, you may come to the conclusion that a... [Read more...]
Advance Directives Should Be Part of the Plan
The process of estate planning should ideally be viewed from a comprehensive perspective. There are... [Read more...]
Remarriage and Inheritance Planning: Protect Your Children
The fact that a significant percentage of marriages end in divorce is well-known at this... [Read more...]
Have You Contemplated Your Legacy?
You can look at estate planning in a number of different ways. There is the... [Read more...]
Is My Power of Attorney Still Valid After I Pass Away?
The legal device that is called a power of attorney is often used within the... [Read more...]
