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6 Changes to Watch for In Your 2020 Taxes
Blended Family, Digital Estate Planning, Estate Planning, Estate Planning Blog, FamilyAlthough you may have just filed your 2019 income taxes in July, now is the time to start thinking about your 2020 return due next April. While it’s always a good idea to be proactive when it comes to tax planning, it’s particularly important this year. In addition to annual updates for inflation, […]
Once Your Kids Are 18, Make Sure They Sign These Documents
Asset Protection, Blended Family, Education, Estate Planning, Estate Planning Blog, Family, Family Values, Gifting, Inheritance, Kids Protection Planning, Legacy PlanningWhile estate planning is probably one of the last things your teenage kids are thinking about, when they turn 18, it should be one of their (and your) number-one priorities. Here’s why: At 18, they become legal adults in the eyes of the law, so you no longer have the authority to make decisions […]
Lost an Old 401(5)? Here Are 6 Tips for Finding It
Asset Protection, Insurance, Legacy Planning, TaxesThe days of working for a single employer for decades until you retire are over. Today, you are much more likely to change jobs multiple times during your career. According to the Bureau of Labor Statistics, today’s workers have held an average of 12 jobs by the time they reach their 50s. Since […]
The Need for a Go-Bag Is Even More Important During a Pandemic
Asset Protection, Blended Family, Family, Family Values, Kids Protection Planning, NewsIn response to a series of wildfires that ravaged Southern California in 2017, I wrote a previous article explaining https://www.calilaw.com/saving-matters-12-must-items-pack-go-bag/ ready in the event a natural disaster or other emergency strikes your home. Go-bags originated with the US military, which requires its personnel to always keep one on-hand packed with the essential items needed […]
Supreme Court Case Could Impact LGBTQ Adoption, But Estate Planning Offers Alternate Options
Asset Protection, Blended Family, Digital Estate Planning, Education, Estate Planning, Family, Kids Protection Planning, Legacy PlanningA case on the Supreme Court’s docket for October could have a major impact on the parental rights of same-gender couples seeking to adopt or foster children. In February, the high court agreed to hear Fulton v. City of Philadelphia, which deals with whether taxpayer-funded, faith-based foster care and adoption agencies have a […]
Sweeping Changes to Estate Tax Policy in Play this November
Estate Planning, TaxesThe 2020 Democratic National Convention just wrapped up and Vice-president Joe Biden was officially nominated as the Democratic candidate for president. The Republican National Convention will kick off next week with President Donald Trump slated to be nominated for a second term. With the major candidates set, It’s sure to be an exciting (if you’re […]