Your holiday season “to-do” lists is already incredibly long, I know, but you really owe it to yourself to answer these six tax questions before year-end: Should I defer or accelerate income? Will you be in a higher tax bracket next year? If so, you may want to pull more income into this year. Conversely, […]
https://www.calilaw.com/wp-content/uploads/2013/11/img1.jpg7080CaliLawhttps://www.calilaw.com/wp-content/uploads/2023/04/Cali-Law-Logo-A5-1-300x99.jpgCaliLaw2013-12-16 03:29:162013-12-16 03:29:166 Tax Questions to Ask Before the End of the Year
On January 1, 2013, Congress passed the American Taxpayer Relief Act of 2012. If you have not reviewed your estate plan following the changes made to the estate and gift tax laws by this legislation, you need to ask yourself these 10 questions then schedule a meeting with your Family Trust Lawyer to ensure you […]
https://www.calilaw.com/wp-content/uploads/2013/11/img2.jpg7080CaliLawhttps://www.calilaw.com/wp-content/uploads/2023/04/Cali-Law-Logo-A5-1-300x99.jpgCaliLaw2013-12-09 10:48:512013-12-09 10:48:5110 Estate Planning Questions to Ask Before the End of the Year
Do you think trusts are only for the wealthy? While it is true that wealthy Americans commonly use trusts to protect and pass their wealth, there are a number of important reasons Americans of modest means should consider the use of trusts, too. Here are 7 of them: 1. Control distribution of assets. You probably […]
https://www.calilaw.com/wp-content/uploads/2013/11/img3.jpg7080CaliLawhttps://www.calilaw.com/wp-content/uploads/2023/04/Cali-Law-Logo-A5-1-300x99.jpgCaliLaw2013-12-02 09:44:062019-07-30 20:04:147 Reasons to Consider a Trust for Your Family
Retirement decision-making for baby boomers is very different than it was for their parents, when it was usually just one spouse (Dad) who retired. More often than not, both spouses work now and must make decisions together on retirement, and each may have very different ideas of what that retirement should look like. Here are […]
CaliLawhttps://www.calilaw.com/wp-content/uploads/2023/04/Cali-Law-Logo-A5-1-300x99.jpgCaliLaw2013-11-23 07:56:492013-11-23 07:56:495 Important Decisions to Make With Your Spouse Before Retiring
A simple will is one of the most basic California estate planning documents there is, and everyone over the age of eighteen should have one to make sure that there is no question about what would happen to their assets (and kids) if something happened to them. But there are some cases when having a […]
https://www.calilaw.com/wp-content/uploads/2013/11/img1.jpg7080CaliLawhttps://www.calilaw.com/wp-content/uploads/2023/04/Cali-Law-Logo-A5-1-300x99.jpgCaliLaw2013-11-16 06:19:412013-11-16 06:19:416 Cases When a Trust is Better Than a Will in California
If you’re visiting this site to find out what we charge for a Will or you are considering calling us (or any other law firm) to ask, “How much do you charge for a Will?” stop. That’s not the right question. The first question you need an answer to is, “What should I have in […]
https://www.calilaw.com/wp-content/uploads/2013/11/img3.jpg7080CaliLawhttps://www.calilaw.com/wp-content/uploads/2023/04/Cali-Law-Logo-A5-1-300x99.jpgCaliLaw2013-11-08 20:12:182013-11-08 20:12:18How Much Do You Charge for a Will?
6 Tax Questions to Ask Before the End of the Year
Estate Planning Blog, TaxesYour holiday season “to-do” lists is already incredibly long, I know, but you really owe it to yourself to answer these six tax questions before year-end: Should I defer or accelerate income? Will you be in a higher tax bracket next year? If so, you may want to pull more income into this year. Conversely, […]
10 Estate Planning Questions to Ask Before the End of the Year
Estate Planning, Estate Planning BlogOn January 1, 2013, Congress passed the American Taxpayer Relief Act of 2012. If you have not reviewed your estate plan following the changes made to the estate and gift tax laws by this legislation, you need to ask yourself these 10 questions then schedule a meeting with your Family Trust Lawyer to ensure you […]
7 Reasons to Consider a Trust for Your Family
Estate Planning Blog, TrustsDo you think trusts are only for the wealthy? While it is true that wealthy Americans commonly use trusts to protect and pass their wealth, there are a number of important reasons Americans of modest means should consider the use of trusts, too. Here are 7 of them: 1. Control distribution of assets. You probably […]
5 Important Decisions to Make With Your Spouse Before Retiring
Estate Planning Blog, RetirementRetirement decision-making for baby boomers is very different than it was for their parents, when it was usually just one spouse (Dad) who retired. More often than not, both spouses work now and must make decisions together on retirement, and each may have very different ideas of what that retirement should look like. Here are […]
6 Cases When a Trust is Better Than a Will in California
Estate Planning Blog, Wills vs. TrustsA simple will is one of the most basic California estate planning documents there is, and everyone over the age of eighteen should have one to make sure that there is no question about what would happen to their assets (and kids) if something happened to them. But there are some cases when having a […]
How Much Do You Charge for a Will?
Estate Planning, Estate Planning Blog, WillsIf you’re visiting this site to find out what we charge for a Will or you are considering calling us (or any other law firm) to ask, “How much do you charge for a Will?” stop. That’s not the right question. The first question you need an answer to is, “What should I have in […]