Estate Planning in January 2010

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Recent Blogs
  • Why Having Just a Will Isn’t Enough

    You have made a will and it is legally valid. But, did you know that there is more to estate planning than merely having a will? Did you know that your will covers only the property that you own sole ... Read more


    To refresh your memory, the 2001 Bush Tax Bill reduced rates and increased the exemption so that in 2009 the exemption became $3.5 million per person with a fixed rate of 45% on the amount of the tax ... Read more

  • Asset Protection

    What’s the single hottest topic in California estate planning?  Here in California foreclosures are a popular topic but not so much for people with assets.  Estate tax law changes are ... Read more