Estate Planning News & Holiday Greetings

Estate Planning News - Holidays 2021

As we bring the year to a close, we'd like to wish everyone a peaceful and joyous holiday season. Although 2021 was a little less stressful than 2020, it still had its challenges. We can only hope everyone is well and that 2022 will be better still.

May your holidays be bright and your new year prosperous!

From our family to yours,

Happy Holidays and have a Wonderful New Year!

New Blog Post

New VA Budget Plan Helps Address Veteran Issues

According to a recent American Community Survey from the U.S. Census Bureau, more than 19 million Veterans live in the United States. For Veterans, some of the most significant problems are health related. Read more...

Missed a blog post? Below is the complete list.

Click here for the full archive.

New VA Budget Plan Helps Address Veteran Issues
The Use of IRA Inheritance Trusts in a Post SECURE Act Environment
Organizing and Storing Important Documents for Safekeeping
Reimbursement of Funeral Expenses due to COVID-19 Deaths
What is the difference between Medicare and Medi-Cal?
When Might a Beneficiary NOT End up Benefitting?
Top 11 Reasons Everyone Needs a Comprehensive Durable Power of Attorney
IRS Issues New Rules for ABLE Accounts
Youth Must be Served
Proposition 19 and its Dramatic Changes to the Property Tax Reassessment Landscape
One Size Doesn't Fit All
The SECURE Act and its Estate Planning Implications
Considering Co-Successor Trustees?
To A/B, or Not to A/B, That is the Question
Testamentary Capacity
The End of Life Options Act
The Laws of Intestacy
The Use of Ethical Wills
How to Defeat Capital Gains Tax
Federal Estate Tax
The Dangers of Joint Tenancy
Why it is it important to Have End of Life Options and Prepare a Health Care Directive

Questions? Email Us

New Video

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How to Avoid Capital Gains Tax in California

Those of you who have attended our free webinar will want to view this video of Paul explaining the techniques to avoid capital gains tax. It's an extremely informative segment which had to be cut from our webinars due to time constraints.

Click here to watch video.