Decanting California Trusts: It’s Not Just For Wine
While decanting a good bottle of wine may be familiar to many people, California recently reenacted a law that allows a new... Read More
Trusts in the Age of Trump: Time to Re-Engineer Your Estate Plan
The federal tax overhaul doubled the amount of wealth you can pass to heirs estate-tax-free–without using any trusts or planning gimmicks. Trump’s... Read More
Busting A-B Trust
IS YOUR TRUST A TICKING TIME BOMB? These days very few families need a complicated tax avoidance trust also known as an... Read More
How Are You Making The Most Of The New Tax Cut?
What should you do before January 1, 2019 to make the most from President Trump’s new tax law? Based on your last... Read More
The “Trust Doctor” at it again!
The “Trust Doctor” at it again! Over the weekend I spoke about “How Donald Trump’s Tax Reform Act Affects Your Estate Plan”... Read More
What Happens to Your Airline Miles When You Die?
What would you do if you knew you had a potentially valuable asset that could vanish upon your death? Many airlines say... Read More
LET’S RETHINK THE MEANING OF ESTATE PLANS
A good estate plan goes beyond deciding who gets what and how much after you die. It should also address your... Read More
