April 13, 2016
Is an irrevocable trust taxed in California? This is actually a quite complex question. Generally speaking, California taxes trusts based on "California...
April 25, 2016
Have you invested in a foreign trust? This can result in the highest IRS taxation rate for US taxpayers, which is 55%....
April 26, 2016
Estate taxes may be at an all-time relative low, but estate planning is still an important ingredient for all Californians - especially...
April 28, 2016
Is it possible that a trust established under the laws of a US State such as California, with a US agent serving...
April 29, 2016
What is business succession planning and why is this an important and essential component of an estate plan? Business succession planning protects...
May 3, 2016
How Much Can Establishing or Reviewing a Family Trust Save You? The bucket full of cash may be understating the matter,...
May 12, 2016
The death of the artist Prince was a shock to many of us. What surprised me as a trust, estate and tax...
May 20, 2016
What is the difference between an A-B trust and a disclaimer trust in San Diego? The classic A-B trust has been around...
June 2, 2016
Why do you need a trust in San Diego and how can it save you a substantial amount of money? A trust...
June 8, 2016
Trust disputes in San Diego require a seasoned attorney with expertise not only in California trust law, but accounting and tax expertise...
June 20, 2016
Why do so many San Diegans put off estate planning and establishing a trust for their home and assets? Quite simply, in...
July 11, 2016
Why is it important to review and update your San Diego trust every 2 to 3 years? Once an estate plan is...
September 15, 2016
What is a trust and how can it help you to protect your investments and assets such as your home? A trust...
December 22, 2016
It is natural as we approach the new year to contemplate all that has happened in 2016 and to prepare for 2017....
January 9, 2017
Are you consider remarrying in San Diego? Do you and/or your spouse have children from a previous marriage? If so, remarriage and...
January 17, 2017
What is business succession planning and how does it enhance your own success and that of your business? What happens to your...
January 26, 2017
Passing assets and accounts to your heirs and beneficiaries in the shortest time and with minimal or no tax consequence requires expert...
February 8, 2017
We have often written that every San Diego homeowner should have a trust due to the high costs of probate and the...
March 9, 2017
What is the best strategy for handling life insurance proceeds for your heirs and beneficiaries. It is often important to consider an irrevocable...
July 6, 2017
A trust protects your beneficiaries and ensures they receive your gifts in the best way for their unique circumstances. Your children, extended...
July 11, 2017
Protecting your home from a Medi-Cal lien is possible based upon a new California law which took effect January 1 of this...
November 1, 2017
What is the advantage of a revocable trust in San Diego for those who own a home or wish to pass assets...
November 15, 2017
Even if Washington raises the estate tax exemption to $10 Million you should still have a trust, especially if you are a...
January 12, 2016
The IRS has clearly identified legitimate reasons why "US Persons" would establish or maintain ownership in a foreign trust. However, there are...
January 26, 2016
What is a disclaimer trust and should you consider replacing older trusts with a disclaimer trust? There has been a lot of...
March 2, 2016
A well structured trust is a central estate planning tool for small business and closely held family business owners to pass wealth...
March 29, 2016
If you own a house you should have a trust in the San Diego area. All assets, including your home, that are...
March 9, 2020
Keeping your trust updated protects your interests and allows the maximum flexibility to meet the changing requirements of your future, while integrating...