Newsletters

30 Nov Who is the Right Guardian for Your Child?

Selecting guardians for minor children can be very difficult. What are some factors you should consider when selecting guardians for your minor child? Parents worry about everything when it comes to their children. Feeding them the best foods, keeping them safe and healthy, providing them with...

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13 Nov What is a Special Needs Trust?

 Have you heard of a Special Needs Trust? Do you think you may need one? Do you know how it works? A Special Needs Trust is a special trust created for a loved one who is currently receiving or will receive Supplemental Security Income (SSI) and/or Medi-Cal. Why is there a...

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02 Oct How to transfer Title of Car after Death?

Ever wonder how title to a person’s car is transferred after they have passed? Believe it or not, the State of California has made it a rather straight forward process. So how easy is it to transfer a car at someone’s death? Well, it all depends...

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01 Sep What is a “Step Up in Basis”?

Step Up in Basis A "Step Up In Basis" is probably the best and biggest tax break the IRS code allows.  Normally, when you sell an asset that has appreciated in value, you pay what is known as a capital gains tax. But, for assets that...

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03 Jul Estate Planning for Same Sex Couples

June 26, 2015 the Supreme Court’s landmark ruling in Obergefell v. Hodges, made it possible for all individuals to marry, regardless of their sexual orientation. This means that the legal landscape for same sex couples has dramatically changed. Same sex couples now have legal rights upon...

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