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20/20 in 2020? Tax Savings through Lifetime Gifting

Don't Look Back and Wish You'd Seen the Opportunity to Save Taxes for Subsequent Generations through Lifetime Gifting   Heading into a volatile election season, the risk of higher income and estate taxes in 2021 and beyond is a very real concern for our affluent clients. Today’s federal income and estate taxes are historically low (even

2020-09-08T09:30:22-07:00September 8th, 2020|Tags: , , , , |

LLCs – great for asset protection during life; but beware of pitfalls at your passing

Pretty much all California real estate owners are aware of Proposition 13, the benefit granted to existing real estate owners, restricting property tax increases to a maximum of 2% per year.  Many real estate owners are also aware of Proposition 58, which provides a “parent-child exclusion” from the normal rule that eliminates Proposition 13 protection from

2020-01-13T12:17:08-08:00January 13th, 2020|Tags: , , , |

Digital Afterlife: An Estate Plan for Your Facebook Account

Did you ever wonder what happens to your digital footprint when you pass away? Well you should, particularly if you are part of the 77 percent of Americans who go online every day. As the internet has become more of an integral part of our lives, our information -- pictures, videos, financial, emails, social media accounts,

2018-08-01T08:25:56-07:00July 16th, 2018|Tags: , , , , , , , |
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