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Estate Planning

Recent Posts in Estate Planning Category

  • Minimizing Your Taxes through Thoughtful Planning

    President Trump has vowed to overhaul the tax system. Aside from reducing the federal tax rates, Trump has proposed eliminating most deductions including the state tax deduction. As California has the dubious distinction of extremely high tax rates, Trump’s proposal could have serious consequences for many Californians. As such, it would behoove everyone to make sure that they avail themselves of ...
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  • Trust Matters

    If you are lucky enough to own a home, it is likely that you currently have done some type of planning for after your demise. However, how long has it been since you looked at the documents in that shiny red folder labeled estate plan? If you are like most clients I know (including yours truly), the only time, if ever, you even glance at the documents is when you a re-financing your home and the ...
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