Gifting to your children is a wonderful way to get property out of your estate...
In February I introduced you to Bob, a successful businessman with a typical estate plan and...
I recently attended a California Society of Certified Public Accountants (Cal CPA) Estate Planning Interest Group...
More and more accountants and financial advisors are recommending that we have a will, living...
Were you one of the millions of Americans who paid the new 3.8% Medicare Tax...
Sometimes estate planning works out for clients, and sometimes it doesn’t. A good estate plan...
2012 was a big year for gifting. Many feared the $5,125,000 estate and gift lifetime...
We as advisors are frequently asked “what entity is best to own investment real estate?” ...