January 24, 2018
What is a legal trust and why should you consider one if you are a homeowner or are part of a blended...
January 10, 2018
Allen Barron provides tax and estate planning for small business owners and S Corporations without employees as part of our integrated tax,...
January 4, 2018
There is a lot of confusion surrounding the taxation of pass through income versus salaried earnings as US taxpayers assess their positions...
November 27, 2017
Why should you be thinking about your San Diego business succession plan as the year comes to a close? The National Law...
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...
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...
October 17, 2017
Why should you consider business succession planning to ensure the success of your company in San Diego or Southern California? How does...
September 28, 2017
How should a couple take title to their home if they intend to keep it? How is the asset to be taxed...
September 26, 2017
What is the step up advantage of a revocable trust here in California? How can a revocable trust not only pass money...
August 28, 2017
The Wall Street Journal recently wrote a warning in case you haven't updated your estate plan in a while and reasons not...
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...
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...
June 8, 2017
There are many sound reasons to review and update a San Diego trust every three years or so. Laws change, lives change,...
April 18, 2017
What is estate planning and why is an estate plan important for all San Diegans? The answers in the end are quite...
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...
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...
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...
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 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...
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....
December 9, 2016
A revocable trust is most often the most advantageous way to take title to real estate. How can a trust help a...
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...
July 20, 2016
The recent implementation of California SB 833 and the reform of Medi-Cal estate recovery will have a significant impact on estate planning...
July 19, 2016
Governor Jerry Brown recently signed new Medi-Cal legislation SB 833 into law, and it will take effect for those who pass away...
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...
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...
June 13, 2016
Have you been considering a will, college funding, protecting your family and answering questions such as who will watch over the children...
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...
May 3, 2016
How Much Can Establishing or Reviewing a Family Trust Save You? The bucket full of cash may be understating the matter,...
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...
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...
January 4, 2016
Ensure your financial affairs are in order, and start the new year by reviewing your trust for 2016. It is important to...
December 31, 2015
What is the importance of succession planning for business owners and why should you be concerned about this if you own a...