Estate Planning
The Underlying Simplicity of Planned Charitable Giving
Planned giving seems vastly complex and intimidating. However, there is an underlying simplicity.
December 15, 2023
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Resources
Planning to safeguard your legacy, protect your loved ones, and honor your wishes for generations to come.
Business Planning
Corporate Transparency Act Reporting Requirements Are Coming in 2024!
Do not assume your business is exempt! There are serious penalties for failure to file.
December 2, 2023
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Asset Protection
Does the Corporate Transparency Act Blow Asset Protection?
The Corporate Transparency Act requires that the personal information of individuals associated with business entities be disclosed to the Financial Crimes Enforcement Network.
November 30, 2023
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Business Planning
1031 Exchange Out of California
You can check out any time you like, but you can never leave California’s taxes behind.
November 22, 2023
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Business Planning
1031 Exchange Explained
The 1031 Exchange serves one purpose: to defer capital gains tax on the sale of real property held for business or investment.
November 22, 2023
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Estate Planning
Crummey Trusts Explained
Crummey Trusts offer excellent tools for passing on wealth without gift or estate taxes and, for those generous grandparents out there, without generation skipping transfer taxes.
November 18, 2023
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Asset Protection
Insurance: Pawn of Asset Protection
Insurance policies are the pawns in your asset protection strategy
November 17, 2023
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Estate Planning
Credit Shelter Bypass Trusts Explained
The Credit Shelter Trusts is an estate planning tool for married couples. This type of trust may go by many names, including B Trust…
November 10, 2023
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Estate Planning
QTIP Trusts for Spouses Explained
Married couples use Qualified Terminable Interest Property Trusts or QTIP Trusts to postpone estate taxes and provide for the survivor after one spouse passes while protecting assets for other beneficiaries after the second spouse passes.
November 9, 2023
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Asset Protection
To Protect Your Assets, Pay Your Taxes!
You might get away with murder, but you won’t get away with not paying your taxes.
November 8, 2023
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