Your estate may be worth a little or a lot at your death. The items... [Read more...]
Domestic Asset Protection Trusts
Domestic Asset Protection Trusts are spreading to more jurisdictions. However, their protections may be waning.... [Read more...]
Long-Term Care Insurance vs. Medi-Cal
You may think you are too young yet to be seriously considering the likelihood that... [Read more...]
SALT Deduction Limit…Can You Get Around It?
The Tax Cuts and Jobs Act increased the standard deduction amount. However, it also limited... [Read more...]
What is the difference between a “Conservator” and a “Guardian”?
In California, a “conservator of the person” is the individual who makes general welfare, health... [Read more...]
Should You Include Funeral Planning in Your Estate Plan?
Your estate plan has the potential to protect you while you are alive and after... [Read more...]
QTIP Trust Requirements
Creating a successful estate plan often requires you to make use of a wide range... [Read more...]
What You Need to Know about Social Security Retirement Benefits
You have probably listened to well-meaning family members tell you that it is never too... [Read more...]
Don’t Cross Over the Line Between Tax Avoidance and Tax Evasion
What is tax avoidance? It is the employment of lawful tactics to legally avoid or... [Read more...]
NEW CALIFORNIA LAW HELPS PERSONS WHO ESTABLISHED EDUCATION SAVINGS ACCOUNTS AND THEN NEED MEDI-CAL LONG TERM CARE ASSISTANCE
Parents, grandparents and other family members seeking to assist other family members (often children and... [Read more...]
13 Disturbing Estate Planning Problems
Each of these 13 disturbing estate planning facts is true; but, each situation can be avoided... [Read more...]
Tax Tips after New Year
The New Year is here. Can you do anything to reduce your tax liability for... [Read more...]
