Estate Planning

  Everyone should have a will designating who they would like to receive their assets, following their demise. In California, however, a will may not be the most efficient testamentary instrument. Even if a California resident has a will, if they own more than $150,000 in...

While day-to-day activities of a business usually consume most of a business owner’s time, planning for how the business will be passed on is also important. With good planning and proper structuring, business succession can be accomplished, while simultaneously providing benefits to both business owners...

By David Spence On January 1, 2013 the generous estate and gift tax provisions in the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (“2010 Tax Relief Act” or “the Act”) are set to expire.  The Act lowered estate, gift, and GST taxes...

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