Mar 17, 2026
Key Takeaways for California Individuals and Families Seeking Asset Protection Read the full blog here: When somebody has amassed a significant estate through years of hard work and good fortune,…
Jan 09, 2026
Top 3 Key Takeaways Definition: UHNW stands for Ultra High Net Worth Individual Read the full blog here: In the first half of 2025, uncertainty about the future of the…
Dec 17, 2025
Top 3 Takeaways: Read the full blog here: Appreciating assets such as business interests can pose a double risk for entrepreneurs or investors in terms of protecting their wealth and…
Jun 30, 2023
But, would you live for them? Dear Friends, As an estate planning lawyer, I deal with death everyday. Everyday, people in my life die, and our office gets “the call.”…
Mar 13, 2023
With the sudden closures of some major regional and industry-specific banks, many people are worried about their FDIC coverages for accounts held in trust. This is a good opportunity to…
May 24, 2022
What is the purpose of a Power of Attorney? If you are an adult with capacity, you, as the Principal, have the right to designate an Agent, sometimes called an…
Mar 09, 2022
Bye-Bye U.S., Hello Exit Tax! If you are a U.S. citizen thinking about relinquishing your U.S. citizenship, or if you are what is defined as a “long-term” green card holder…
Mar 09, 2022
How Trusts are Taxed We can talk hours about the intricacies of trust taxation, but here are some basic concepts that will still go a very long way when it…
Mar 08, 2022
This is Part 3 in a three-part series about Estate Planning for Non-Citizens. In Part 1, I discussed general issues involving non-citizen planning. In Part 2, I discussed what is a…
Mar 05, 2022
This is Part 2 in a two-part series about Transfer Taxes. In Part 1, I discuss what is the gift tax and estate tax. The GST Tax The generation skipping transfer…
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