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If you need to speak with an experienced estate planning lawyer, please contact us online or call us directly at 800.756.5596 to first register for one of our free, informative seminars. Your attendance will qualify you for a special discount for our estate planning services should you decide to make a free appointment at the conclusion of the seminar and choose to proceed with us. We proudly serve clients throughout California with offices in Torrance, Newport Beach, Orange, Woodland Hills and Pasadena.
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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 CaliforniaThe fiscal cliff deal permanently sets federal estate and gift taxes. Learn how this impacts your estate plan and why an estate planning attorney can help.
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Does Anyone Know How the Affordable Care Act Will Affect Medicare?Discover how the Affordable Care Act may impact your Medicare coverage, costs, and benefits, and what seniors and retirees should know about upcoming changes.
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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??Learn how comparing retirement savings to others can impact your financial planning and discover smart strategies to build a secure retirement future.
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Los Angeles California To Give or Not to GiveWealthy Californians may consider making large gifts before potential estate tax changes. Learn about gift tax strategies & consult an estate planning attorney
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A New Game to Help with Charitable Giving in Torrance CaliforniaDiscover how the "Talk About Giving" card game encourages meaningful family discussions around values, legacy, and charitable giving in Torrance, California
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Retirement Planning: Five Mistakes to Avoid in Los Angeles CountyThere's no one-size-fits-all when it comes to saving the right amount for your golden years -- which is part of what makes ... Retirement Planning