Maximizing Estate Planning Strategies for Capital Gains Planning for capital gains taxes is a crucial aspect of securing your financial legacy and ensuring a smooth transfer of assets to your beneficiaries. While many people are familiar with estate planning for minimizing estate taxes, it’s equally important to consider capital gains
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THE SECURE ACT The Setting Every Community Up for Retirement Enhancement Act (The SECURE Act) is a piece of legislation that was signed into law on December 20, 2019. The act makes significant changes to retirement savings and distribution rules and is aimed at helping American workers save for retirement.
Forms of Real Property Ownership in California Real property ownership in California can take many different forms. Understanding the different types of property ownership can help you make informed decisions when it comes to buying or selling property, creating a trust, or developing an estate plan. Here are the four
Estate Planning for Small Business Owners Small business owners face unique estate planning challenges, as they must consider not only their personal assets but also the future of their business. A well-crafted estate plan can help protect your business and ensure that your legacy is preserved. Here are some tips
CHARITABLE GIVING IN ESTATE PLANNING Charitable giving can be a meaningful way to leave a lasting legacy and support causes that are important to you. Incorporating charitable giving into your estate plan can help ensure that your philanthropic goals are met while also providing potential tax benefits. Here are some
ESTATE PLANNING FOR BLENDED FAMILIES Estate planning can be complex in any family situation, but it can be especially challenging for blended families. With children from previous relationships and a current spouse or partner, it can be difficult to ensure that assets are distributed fairly and that everyone’s needs are
COMMON MISTAKES TO AVOID IN ESTATE PLANNING Estate planning is the process of preparing for the transfer of a person’s assets and wealth after their death. It involves making a plan for who will receive those assets and how they will be distributed. Estate planning is crucial to ensure that
ESTATE PLANNING FOR DIGITAL ASSETS As technology has evolved, so too has the way we store and access our personal assets; and estate planning for digital assets. Nowadays, many of our important documents and treasured memories exist online, and it’s important to ensure that they are included in our estate
THE BRITNEY SPEARS CONSERVATORSHIP Britney Spears has been a household name since the late 1990s, but in recent years, her personal life has been the subject of intense scrutiny. Specifically, the conservatorship that has been in place since 2008 has drawn widespread attention and controversy. In this blog post, we
END-OF-LIFE DECISIONS End-of-life decisions are an important part of estate planning. Many people put off estate planning because they don’t want to think about the end of their life, but it’s important to consider these decisions in advance to ensure that your wishes are carried out and your loved