Estate Planning – LSL CPAs & Business Advisors – 714-569-1000 – Santa Ana, California
Imagine a scenario where a person passes away suddenly, leaving behind a complex web of...
As we approach the end of 2025 (which will be here before we know it!),...
Imagine your parents work all their lives to grow and develop a successful business. The...
The Lifetime Gift Tax Exemption is scheduled to be cut in half in 2026. It...
What is probate? Probate is a court process which validates and executes the will that...
President Donald Trump’s tax plan has been placed on the back burner and tax reform...
While most people think of estate planning as something to handle after having children, reaching...
Most people know that a married couple has a life time exclusion amount that they...
Once an estate plan has been made it must be actively monitored. Monitoring an estate...
An often overlooked aspect of family businesses is planning for transition to the next generation....
The Surface Transportation and Veterans Health Care Choice Improvement Act of 2015 became effective on...
We’ve had numerous clients address their estate planning issues with us over the years. Some...
Gifting to your children is a wonderful way to get property out of your estate...
President Obama has proposed a couple of tax changes that will hurt upper income taxpayers...
In February I introduced you to Bob, a successful businessman with a typical estate plan and...
