With the start of the new school year, you may be thinking about making gifts to children or grandchildren to help them pay for school. … READ MORE “Making Tax Free Gifts For Education”
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Has your child just graduated from high school and is heading off to college in the fall? Over the next few months, you and your … READ MORE “College Bound Youth Should Include a Basic Estate Plan In Their Preparations”
Starting January 1, 2024, the new “Corporate Transparency Act” will affect virtually all small family businesses, including limited liability companies (LLC’s) and partnerships designed only … READ MORE “New Financial Disclosure Rules Negatively Impact Small Business”
On August 16, 2022, President Biden signed the Inflation Reduction Act into law. This bill includes a number of tax provisions (both revenue raisers and … READ MORE “How Will the Inflation Reduction Act Affect You?”
In 2021, California changed the way it taxes real property transfers. That new law, called Proposition 19 (“Prop 19”), virtually eliminates the parent-child exclusion that … READ MORE “Is California’s Parent-Child Exclusion Gone For Good?”
Turning age 18 means more than a party – it means a sudden end to the parent’s rights and responsibilities toward that new adult. Before … READ MORE “New Adults Need an Estate Plan Too”
The Scout motto is “Be Prepared.” As a former Scout leader, and an estate planning attorney, I spend much of my time helping others to … READ MORE “Sometimes the Unexpected Happens”
