Estate Planning
How the IRS Categorizes Trusts
For purposes of taxing trusts, the IRS divides them into three categories: simple trusts, complex trusts, and grantor trusts.
October 27, 2023
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Resources
Planning to safeguard your legacy, protect your loved ones, and honor your wishes for generations to come.
Estate Planning
The Advantages of Dynasty Trusts
From an estate planning perspective, dynasty trusts have many advantages for high net worth individuals and families.
October 5, 2023
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Asset Protection
Homestead Protections Explained
Let’s start by distinguishing two legal concepts. First is the homeowner’s exemption, which is a break on property taxes for the homeowner’s principal residence. Second is the homestead protection, which protects some equity in one’s primary residence or homestead from some creditor claims.
October 5, 2023
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Special Needs Planning
ABLE Account or Special Needs Trust?
Can ABLE accounts be good alternatives to Special Needs Trusts? In some circumstances, yes they can!
October 4, 2023
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Special Needs Planning
How to Get on Medi-Cal without Losing Your Entire Estate
Let’s start by distinguishing three sorts of healthcare services: Medicaid, Medicare, and Medi-Cal.
October 4, 2023
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Estate Planning
The Impending Deadline for the Estate Tax Exemption
To understand the estate tax exemption, you must also understand the estate tax.
October 4, 2023
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Business
How Do I Choose a California Business Entity?
Sole Proprietorship, Partnership, Limited Liability Company, or Corporation? If you’re wondering how to choose a California business entity, this video is for you!
October 4, 2023
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