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The Tax Cuts and Jobs Act of 2017 made several changes to the federal tax code that are scheduled to remain in effect until at least 2025. Generally speaking, it is a good idea to review your estate plan whenever tax laws are altered. Take a look at some steps that...
California business owners often have a tough time keeping afloat, especially in expensive cities like San Francisco. While owners may know what to do if their revenue drops, few think about addressing long-term success that outlives them. Creating an estate plan is a...
California residents who create irrevocable trusts are often ceding control of their assets to another person or entity. Generally speaking, this is only beneficial for those who are looking to minimize their state or federal estate tax liabilities. It may also be...
California residents may have their primary residences and business holdings in California, but many of them are citizens of the world or digital nomads with other homes, businesses, and assets located around the world. While having the ability to increase wealth or...
Creating an estate plan is important for adults in California because it can ensure that a person's assets go to the individuals chosen by that person. It can also ensure that dependents are cared for and that there are plans in place in case a person becomes...
California estranged couples may experience negative financial and emotional consequences regardless of when they end their marriages. However, it may be more difficult to overcome the consequences of a divorce that occurs closer to retirement age. Therefore, it is...
If you are looking for a way to retain control of assets and obtain estate tax advantages, you may want to consider a self-settled trust. With self-settled trusts, those who live or own property in California or other states can name themselves as the beneficiary to...
A Successor Trustee should be exactly that – someone who will take over management of your Trust should you ever need and definitely someone whom you trust. When considering who you might want to choose, there are both practical and emotional considerations. The...
Medicaid is a health insurance program provided by the federal government through which individuals with limited financial resources receive assistance in paying some or all of their medical bills. Medi-Cal is the California state program, which provides Medicaid...
Only 35% of all people have estate planning documents according to a recent article. In the Bay Area, the numbers look a bit higher. But having said that, who in your life would want or hope that you would intervene on their behalf if something went wrong, and do...