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4 Year-End Tax-Saving Strategies For 2022

December 2, 2022

Although the end of the year can be a hectic time, it’s also the deadline for your family to implement…

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There is no shortage of advice flying around about estate planning, much of it from people who aren't even lawyers. Get insight on the popular pitfalls and how emerging economic shifts like cryptocurrency can affect your plan.

Anne Heche Dies With Conflict Around Her Will, Leaving Her Sons & Estate In Legal Limbo—Part 1

Actress Anne Heche died this August following a tragic car accident in which she plowed her vehicle into a West Los Angeles home, where it burst into flames. After being pulled from the wreckage, the Emmy Award-winning actress was hospitalized…

How To Choose the Right Trustee

Before we talk about how to choose the right Trustee, let’s talk about what a Trustee does and whether you need to choose a Trustee. A Trustee is the legal owner of assets held in Trust. When you establish a…

President Biden’s Student Debt Relief Plan Explained With FAQs

This August, President Biden, Vice President Harris, and the U.S. Department of Education (DOE) announced a three-part plan to help low and middle-income families deal with the increasingly burdensome cost of paying for college, while also making the student loan…

Selling Real Estate Or A Business? Avoid Capital Gains Tax With A Charitable Remainder Trust

If you have a sale of real estate or assets coming up that will result in you owing capital gains tax, you may want to give us a call to discuss whether to set up a Charitable Remainder Trust (CRT)…

Protect Your Aging Loved Ones From Undue Influence

Following the death of a loved one, close family members are sometimes surprised to learn that they didn’t receive the inheritance they were expecting, and that the deceased instead left most of their estate to an individual they only recently…

Q&A: Can I tap into my retirement savings to pay for my child’s college education?

Q & A: QUESTION ______________________________________________________________________________ Q: Can I tap into my retirement savings to pay for my child’s college education? —Pondering Parent   ANSWER ______________________________________________________________________________ A: Dear Pondering: If your kids will need financial assistance, beyond student loans, to pay…

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