CALL US: (925) 660-7544
Request a free consultation

Tag: Estate Planning

11 '17

Online Estate Planning Programs

For many young parents this scenario is familiar: You and your spouse are flying across the country for some family event—a wedding, the death of a relative—and you’re leaving your...
07 '17

Two Problems with Trump’s Estate Tax Proposal: Reconciliation and Carryover Basis

In April, President Trump proposed a tax plan that, among other cuts, eliminates the estate tax altogether. The current federal estate tax is 40% on estates exceeding $5.49 million. While...
01 '17

Tax Changes 2017

The start of a new year is a good time to consider upcoming changes in the tax laws that may affect your estate planning in 2017. The federal estate tax...
01 '17

529 Plan

Families with college bound children face the hurdle of paying for tuition, books, room and board, and other expenses. While there are many savings options, one of the most popular...
12 '16

FINRA Proposes New Rules Designed To Protect Elderly Investors

The Financial Industry Regulatory Agency (FINRA) has recently submitted to the U.S. Securities Exchange Commission a rule change proposal designed to provide more protection for elderly investors. As recently reported...