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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What If Johnny Depp and Amber Heard Had a Premarital Agreement?Oh, the gritty details we’re learning from the latest court battle between Johnny Depp and Amber Heard. This unfortunate airing of dirty laundry may have been avoided with a prenup. Should you think about getting one yourself?
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Don’t Throw Away a $12.06M Estate Tax Exemption by AccidentMany married couples fall into the “portability trap.” They fail to file an IRS form after one spouse dies and accidentally forfeit a massive federal estate tax exemption.
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Losing Mobility as You Get Older (and What Can You Do About It!)One thing that’s rarely discussed until it’s too late is the importance of mobility and the idea of being able to have enough strength, balance, and flexibility.
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Can Cataract Surgery Reduce Your Risk for Developing Dementia?According to a recent study conducted by the University of Washington, adults who have undergone cataract surgery have shown to have a lower risk of developing dementia.
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This Valentine’s Day – Think … Trust Income Tax Savings!Valentine’s Day is synonymous with hearts and flowers, but for those with non-grantor trusts, there’s another symbol that could be associated with it: dollar signs.
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Cheers to 2022!As the new year begins, we each have an exciting opportunity to rewrite the course and direction of our lives.
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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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What a Beneficiary Controlled Trust Can Do to Protect Your Legacy After You Are GoneLife is messy sometimes.
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On National Chocolate Chip Cookie Day, a Lesson in Life from Mrs. FieldsDid you know that Aug. 4 is National Chocolate Chip Cookie Day?
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Britney Spears’ Sad Song … Warning: This Could Happen to YouBeing forced into conservatorship and losing all control over your life isn’t something that just happens in movies.