Perhaps the largest part of most Americans’ wealth is in their qualified plan or IRA.... [Read more...]
Special Needs Trusts and the Sole Benefit Rule
When it comes to trust administration that involves special needs trusts, the applicable rules can... [Read more...]
My Daughter’s 24; Does She Need Life Insurance?
It’s wise and prudent to examine the need for life insurance, even if your daughter... [Read more...]
Estate Planning Attorney Explains Capital Gains
The primary goal of making investments is to earn a profit at some point. When... [Read more...]
Planning for Retirement Plans and IRAs: Asset Protection
Perhaps the largest part of most Americans’ wealth is in their qualified plan or IRA.... [Read more...]
What is a Charitable Lead Trust and Why Should I Use One?
Using a charitable lead trust in your estate planning can be a wise move. Charitable... [Read more...]
How the Uniform Transfers to Minors Act Affects a Child’s Inheritance
A very common legal issue that many clients overlook is the fact that a child... [Read more...]
Selling Real Estate During Trust Administration
As a trustee, you may be required to distribute real property from a trust to... [Read more...]
ABLE Acccounts: A Special Option for Special Kids
When planning for children with special needs, it takes special care to preserve their eligibility... [Read more...]
Would You Prefer a Charitable Deduction This Year?
Perhaps you would prefer to take a charitable deduction this year. Maybe you have higher... [Read more...]
Tips From a Sacramento Probate Attorney
As all probate attorneys recognize, the California Probate Code is an expansive set of statutes... [Read more...]
New Tax Law May Affect State Income Tax, Too!
The new tax law has many impacts on state income taxes in 2018. The law... [Read more...]
