Our regularly updated blog discusses a variety of issues related to business, tax, and estate planning in California. Learn why an estate plan is necessary regardless of age or income, what steps you can take to reduce your tax liability and protect your assets, how to ensure your business remains on a solid legal foundation, and much more.
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2021/2022 Corporate Formations and DissolutionsAs the year comes to a close, we should consider any time sensitive corporate transactions.
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2021 Tax Planning in a Changing WorldMost years, Thanksgiving brings family celebrations, get togethers, turkey and a reminder to dust off the tried-and-true income tax planning checklist.
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Beware of These Ongoing Scams! (And Tips on How to Avoid Falling Victim to Them)Tips for Avoiding Scams for Seniors.
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Christmas MemoriesChristmas traditions were, and continue to be, very important for me and my family.
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Family Business Survival Strategies in an Era of Sweeping Tax ReformThe family business, in the best of times, faces unique challenges, particularly with business succession and estate planning.
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Estate Planning Opportunities May Be Lost in DecemberThe United States Treasury (IRS) just issued Proposed Regulations that could have a dramatic impact on your estate planning by eliminating valuation discounts.
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Estate Planning for an Aging PopulationToday, a 65 year-old man will live an average of 21 more years. If not planned for, those additional years of life can cause significant financial strain and threaten our ability to maintain a high quality of life during retirement.
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The NING TrustThe NING Trust is a special type of trust established by a resident of a state with a high-income tax rate to reduce his or her state income taxes.
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A Sacramento Estate Planner Shares Thoughts on Conflict AvoidanceJeff Galvin asks estate planning attorney John Goralka, of the Goralka Law Firm in Sacramento, to share his thoughts on working with clients to avoid disputes over their estate plans.
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The Optimal Basis and Income Tax Efficiency Trust: Adapting “A/B” Trusts for Better Income Tax AdvantagesMost taxpayers are no longer directly impacted by federal estate taxes, which now only affect those with taxable estates over $5.45 million ($10.90 million for couples). These numbers are even adjusted for inflation.
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A Tale of Two Marriages and One Prenuptial AgreementPrenuptial agreements can make a world of difference for our clients in a divorce, particularly when it comes to high-net-worth clients such as celebrities. In a tale of two very different marriages, we'll highlight the difference and provide considerations to strengthen the agreement for your client and his or her partner, if their marriage fails.
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What a Beneficiary Controlled Trust Can Do to Protect Your Legacy After You Are GoneLife is messy sometimes.