Blog

The House Ways and Means Committee submitted their proposal to congress on September 13, 2021 that could bring incredible changes to our estate planning clients. As things continue to change, we’ve been keeping an eye on this topic and wanted to share some helpful information and resources for you so you can make a well-informed decision about how to protect your estate plan. The latest proposal on October 28, 2021 removed many of the changes related to estates and trusts.

In Part One, I described the crises that lead to both my parents needing care at the same time. Here is Tales From The Front: Part Two - Don't Be a Hero - Hiring the Right Professionals.

What do you think of when you hear the word, “tax?” You may think of income taxes or maybe death taxes (estate taxes). The truth is, all of these taxes, along with other ones, too, can affect you and your estate plan. Here’s a brief overview of the different types of taxes

If you feel like you are constantly buried beneath stacks of paper, it may be time to make a change and get organized. The more paper you have stacked on your desk, or hidden away in drawers, the harder it will be to find important documents when needed. Take some time to dig through your overflowing paperwork and throw out any outdated, unneeded documents, especially if they are only gathering dust. 

As soon as your child has their 18th birthday, they are legally seen as an adult in the state of California. This change in legal status results in a large shift as to what you can and cannot do as a parent.

When should you check if you need to update your estate? If you already have an estate plan in place, it’s a good idea to update it every three to five years. 

In this article I want to dispel the common myth regarding the school emergency cards we all fill out at the beginning of each school year.

Recently a client came in to change her estate plan. Among the reasons was that one of her children had recently filed for bankruptcy and she didn’t want the inheritance to be taken. Smart client!