When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.
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Charitable Giving Slows for UberwealthyAmerica's billionaires gave less in 2012 than in 2011, a new Chronicle tally shows. Well in the wake of confetti and ... Fiscal Cliff
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Testing Trustee TemperamentWhen the distribution request is made at the restaurant, trust officer B describes why she would have some difficulty ... Estate Planning
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IRA Charitable Rollover – A Powerful Win-Win in Los Angeles CaliforniaAs part of the "fiscal cliff" deal, Congress has resurrected a popular tax-law provision, known as the "IRA ... Charitable Gifting
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Search for a Long-Term Care SolutionThe New Year's Day budget agreement to avoid the fiscal cliff includes two key measures that could be critical to people ... Estate Tax
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Fiscal Cliff Deal Revives the Ever Popular Energy Tax CreditIf your home needs sprucing up, there's a catch-all $500 tax credit in the fiscal cliff deal that could help blunt the cost ... Estate Planning
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Some Surprising “Winners” in Fiscal Cliff Deal... On the whole, small businesses fared pretty well in this fiscal cliff deal. They say a true compromise is when everyone ... Fiscal Cliff
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Fiscal Cliff Deal Expands Roth 401(k) Conversion Eligibility"This is a big deal," says Alison Borland, vice president of retirement solutions and strategies for Aon Hewitt. ... Estate Planning
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Fiscal Cliff Deal Opens Door to Last-Minute Charitable ContributionsAct fast: the fiscal cliff deal has a special tax break for cash donated by seniors to charity in Jan. 2013. If you are past ... Charitable Gifting
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Federal Estate and Gift Taxes Finally Settled with Fiscal Cliff Deal in Los Angeles CaliforniaMostly what Congress did in this arena was to make permanent the (estate tax) system that has been in effect for the past ... Estate Planning
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Does Anyone Know How the Affordable Care Act Will Affect Medicare?As pundits and politicians continue to discuss the deficit, misinformation and confusion about Medicare and the Affordable ... Medicare
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The IRS’s Untimely Vacation From Issuing Tax Identification NumbersEstate planners scurrying to set up trusts on behalf of wealthy clients and fund them with tax-free gifts before the end of ... Estate Planning
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Keeping Up With The Joneses …By Comparing Retirement Savings??Study results showed that nearly two-out-of-ten people already in retirement still want to "keep up with the ... Retirement Planning