by admin | Oct 15, 2014 | Estate Taxes
The Scout Motto – Be Prepared Family Preparedness is truly a Motto in which we all ought to give real thought to see where some major holes may be in our preparation for future events. If something happened to you/you and your spouse today, What would your...
by admin | Feb 19, 2014 | Estate Taxes
Paul Walker, who starred in the Fast & Furious movie franchise, died tragically in a high speed car accident in Los Angeles last November at the age of 40. His estate was opened at the end of January in the Superior Court of California, County of Santa Barbara...
by admin | Feb 5, 2014 | Estate Taxes, Life Insurance
If you have been responsible enough to purchase a life insurance policy as added protection for your loved ones, then you will want to carry that responsible action a little further by protecting that important payout from taxation. If you are married and have named...
by admin | Dec 11, 2013 | Estate Taxes
Everyone’s “to-do” lists seem to grow longer at this time of year, but yours is incomplete until you ask your Personal Family Lawyer® to support you to get these six tax questions answered before the end of the year: Should I defer or accelerate income? If it looks...
by admin | Dec 4, 2013 | Estate Planning, Estate Taxes
If you have not revisited your estate plan this year following the changes made to the estate and gift tax laws by the American Taxpayer Relief Act of 2012 passed by Congress on Jan. 1, 2013, ask yourself these 10 questions then schedule a meeting with your Personal...
by admin | Jul 13, 2012 | Beneficiaries, Estate Taxes, Inheritance
As a Personal Family Lawyer®, I am often asked to help people who inherit a retirement account. The action you need to take with an inherited IRA depends upon your unique situation; the IRS has rules for each and recently announced that they will be cracking down on...
