"But in this world nothing can be said to be certain, except death and taxes."
- Benjamin Franklin

Latest Blog Posts

A Love Letter

Posted on: April 20th, 2012
Estate planning is not just about planning for your death and it is certainly not just for the affluent. Your estate plan is the most important love letter that you will ever write....

GRAT Planning

Posted on: April 20th, 2012
Facebook co-founders Mark Zuckerberg and Dustin Moskovitz, and CEO Sheryl Sandberg. used a Grantor Retained Annuity Trust (GRAT) to transfer upwards of $200 million free of gift and estate tax....

Need for Advance Healthcare Directive

Posted on: April 20th, 2012
The California Advance Healthcare Directive allows us to designate in advance who will make medical decisions about our care when we are unable to do so ourselves. These decisions include end-of-life decisions that allow us to avoid the Terri Schiavo family battles....

Obama 2013 Budget Proposal

Posted on: April 20th, 2012
On February 13, 2012, President Obama released his fiscal year 2013 budget proposal for the fiscal year beginning October 1, 2012. This budget contains several long-standing proposals ' as well as some new ones ' that would impact estate planning significantly. Overall, the proposal attacks several tried and true planning strategies and would scale back the exemptions under current law....

Inherited IRAs

Posted on: April 20th, 2012
Who you name as the beneficiary of your IRA can have a significant impact on how your IRA is taxed....

Blended Families

Posted on: April 19th, 2012
Anyone with children or modest assets should seriously consider some minimal estate planning, but the increasing number of blended families underscores the need for proper estate planning....
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