Category Archives: Estate Planning

Estate Planning – LSL CPAs & Business Advisors – 714-569-1000 – Santa Ana, California

Estate Planning
The Importance of Estate Planning

I recently attended a California Society of Certified Public Accountants (Cal CPA) Estate Planning Interest Group...

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Do I need a will, living trust and/or advance health care directive and how do I execute these documents?
June 27, 2014

More and more accountants and financial advisors are recommending that we have a will, living...

How the new 3.8% Medicare Tax is affecting Trust and Estate Tax Planning
June 6, 2014

Were you one of the millions of Americans who paid the new 3.8% Medicare Tax...

Case Study: How the Best Estate Planning Can Still Result in Issues
February 5, 2014

Sometimes estate planning works out for clients, and sometimes it doesn’t. A good estate plan...

What Your CPA Should Be Telling You About Gifting
November 15, 2013

2012 was a big year for gifting. Many feared the $5,125,000 estate and gift lifetime...

A Crummey Trust can be a Valuable Tool in any Estate Planning Tool belt
September 30, 2013

Annual gifting can be a wonderful way of giving to your loved ones while taking...

It May Be Your Gift But The IRS Wants To Know About It!
May 29, 2013

I’m frequently asked about the income tax consequences of someone who receives a gift. The...

Estate Planning for Real Estate Investors
February 4, 2013

We as advisors are frequently asked “what entity is best to own investment real estate?”  ...

Estate Planning for Business Owners
December 11, 2012

When a loved one dies, paying Uncle Sam is the last thing anyone wants to...