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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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The benefits of charitable remainder trusts

November 8, 2021
Residents of San Diego and other nearby areas of California may want to learn more about how a charitable remainder trust can benefit them. A CRT may potentially increase their income while living, save taxes and benefit a charity when they die.
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Pros and cons of an asset protection trust

November 8, 2021
If you are one of the California residents who want to put together a financial legacy rather than just a will, you need to consider asset protection. This financial tool helps you protect the things you own from those to whom you owe.
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12636 High Bluff Dr., Ste. 400
San Diego, CA 92130-2071

Phone: (858) 465-8001
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Hatley Law Group, APC

12636 High Bluff Dr., Ste. 400
San Diego, CA 92130-2071

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