Often, young people and couples are turning to parents for assistance in making that home purchase. From an estate planning perspective, the devil is in the details; the success of the transaction will lie in making the proper choices given the facts.… Read More


I can’t over-emphasize the importance life insurance can play in your estate plan! Often, a person or couple will delay buying life insurance until they feel they can better afford it. However, that’s not wise. The older you get, the more expensive new life insurance policies become and the less insurable you become. At some… Read More


California has no state Estate Tax, and is not likely to enact one in the next decade at least, based on current politics. That doesn’t mean that, as a California resident, you can necessarily forget about state Estate Taxes. If you have a diverse portfolio of investments, some of those assets may be in other states.
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Congratulations on your new family! You are in the midst of an exciting adventure, but it’s an adventure with real-life concerns. Among them – how best to protect your children should something happen to you? In my practice, I try to patiently walk  clients through the maze of choices they need to make as responsible… Read More


The Wall Street Journal and other sources have reported that President Obama wants to freeze the estate tax credit at its current level. This means that estates with less than $3.5 million in value can be transferred free of the estate tax at death. In other words, the vast majority of us (98%) won’t have… Read More