The Biggest Shocker about Joe Biden is…
His new proposal to eliminate the step-up in basis. Read Internal Revenue Code § 1014. https://www.wsj.com/articles/read-joe-bidens-lips-new-taxes-11596235892
TOP 10 REASONS TO UPDATE YOUR ESTATE PLAN TODAY
If your financial power of attorney is over 5 years old, it is powerless! Your power of attorney won’t be accepted by...Read More
The Trust Doctor (W. Bailey Smith) Behind His Plexiglass Barrier for Your Protection
Yes, we are open for business for both our Irvine and Long Beach offices. Call or email us today – 949-833-8891 or...Read More
ALL MY CHILDREN WEAR FUR COATS: ESTATE PLANNING FOR YOUR PETS
There are more pets than children in American households, and for many people, old and young alike, pets are as much a...Read More
The Last Great Tax Break for 2019
THE LAST GREAT TAX BREAK FOR 2019 You may be looking for a way to make a big difference to help further...Read More
Trouble in the Chicken House (or Congress’s New Money Grab)
Congress can’t wait to get its hands on America’s retirement account assets. The House passed the Setting Every Community Up for Retirement...Read More
THE FIRST TO THE HOUSE AFTER THE FUNERAL WINS (OR HOW TO PREVENT YOUR CHILDREN BATTLING OVER YOUR “STUFF”)
Many people believe estate planning is only about the money. But when it comes to personal effects, the real battle begins. “Stuff”...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
