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Can You Believe Aging Parents Grow Stubborn and They Know It?

August 2, 2021 •
Aging parents grow stubborn, and researchers are uncovering the reasons why.
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Will I Live Longer, if I Babysit the Grandchildren?

July 13, 2021 • ✐ ✐ ✐
Looking for an extra incentive to spend some quality time with your grandchildren? Try telling their parents that it could extend your life.
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Managing living trusts

November 8, 2021 •
Many high-net-worth people in California utilize trusts as part of their estate plans. One of the most popular ways of doing this is with a living trust. A living trust is designed to hold assets for your benefit as long as you’re alive. Upon your passing, the assets are meant to pass on to your designated beneficiaries.
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How does POA work in California?

November 8, 2021 •
One person may choose to give someone else the legal authority to act on his or her behalf. In California and other states, signing a legal contract known as a power of attorney awards “attorney-in-fact” authority.
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An irrevocable life insurance trust may help reduce estate taxes

November 8, 2021 •
Life insurance is a part of any good estate planning. An irrevocable life insurance trust, or ILIT, allows the owner and beneficiary to retain control of certain assets during a lifetime. However, estate taxation may occur after death. An ILIT plan may help someone with a large income reduce their estate taxes.
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Could charitable planning help lower tax burdens?

November 8, 2021 •
When writing a will, a testator may intend to provide for loved ones by leaving them substantial assets. Friends, relatives and business associates commonly receive assets when a will enters probate in California. Other entities like charities could receive funds from an estate.
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Estate taxes and whether they’ll affect you

November 8, 2021 •
It’s true that estate taxes aren’t likely to be detrimental and in most cases are never levied. Some estate owners, however, have special assets that need special protection. In California, all asset classes within your estate are taxable based on the criteria you meet.
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Preserving wealth by planning an estate

November 8, 2021 •
Estate planning, though oftentimes seen as strictly for preparing for one’s death, is also a wealth builder. Your current assets can be put into an estate that has tax protections, for example. In some cases, the capital gains you earn on your investments never get taxed in California.
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What is the gift tax?

November 8, 2021 •
A gift may be a welcome resource for the recipient. However, in California, the person who gives the gift may have to pay a tax. If the amount of the gift exceeds the exclusion allowed under federal tax law, the donor may have to pay gift tax.
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The importance of a POA for senior citizens

November 8, 2021 •
A power of attorney is an important component of any estate plan. It’s particularly important for senior citizens. Power of attorney documents allow another person to act in your stead. The most common types of PoA are for financial and health care decisions.
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12636 High Bluff Dr., Ste. 400
San Diego, CA 92130-2071

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