Oct 01, 2024
Diversification of investments is typically thought of as the best strategy to grow wealth and protect an individual’s holdings from the vagaries of the economy. Real estate in particular has…
Aug 13, 2024
In an interconnected world where professional and personal opportunities more and more often result in people having family, property, and interests all over the globe, the question of how to…
Oct 25, 2023
The beneficial ownership information (BOI) reporting requirements mandated by the Corporate Transparency Act (CTA), which go into effect on January 1, 2024, have clear implications for business entities that were…
Aug 31, 2023
In 2021, the Corporate Transparency Act (CTA) passed with bipartisan support. As part of the Anti-Money Laundering Act of 2020, the CTA is intended to help bring US law in…
May 08, 2023
Most homeowners aren’t experts on all the details of the laws affecting their homeownership, and it doesn’t help when two rather different legal benefits have confusingly similar names. In California,…
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…
Mar 05, 2022
This is Part 2 in a three-part series about Estate Planning for Non-Citizens. In Part 1, I discussed general issues involving non-citizen planning. In Part 3, I discuss the various…
Sep 03, 2021
On July 16, 2021, Governor Gavin Newsom signed Assembly Bill 150 into law. This bill enables certain California taxpayers to write off more than the $10,000 limit placed on state…
Aug 12, 2021
A lot of people have been talking about what President Biden’s tax plan will look like and whether there’s anything we can do now. In April of this year, Biden…
Apr 01, 2021
What to Think About When Naming Permanent Guardians Most estate planning attorneys will encourage you to set up estate plans for many reasons: to protect against probate; to plan for…
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