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The COVID-19 pandemic has idled workers and the coming weeks will bring more news of business closures and bankruptcies.  After a decade of sustained growth, we are facing a recession of uncertain depth and duration.  The New York Times recently reported that someREAD MORE

California State Board of Equalization does not issue guidance on property tax disaster relief for COVID-19

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, signed into law by President Trump on December 20, 2019, as part of funding legislation for the federal government, has many provisions relating to financial planning, especially retirement planning withREAD MORE

As people have become suddenly ill or incapacitated due to the pandemic, it has become apparent that estate plans do not do much good when the key people do not know about them or have access to the documents andREAD MORE

It’s not unusual for a person to pass away and leave behind some unpaid debt. For the heirs — typically the surviving spouse or children — the question often is what, exactly, happens to those obligations. The answer: It dependsREAD MORE

Due to the generous $11.58 million lifetime gift tax exemption for 2020, fewer people are subject to federal gift taxes and many are wondering if they still need to file a gift tax return. Well, if your wealth is within theREAD MORE

Since many of us have some free time, now is an excellent opportunity to organize, review, and update your estate planning documents. We prepared this “Estate Planning Review Checklist” to make sure your personal estate plan is up-to-date. If youREAD MORE

The largest transfer of generational wealth is expected to occur in the next 25 years, so there so should be no surprise that there has been an increase in trust litigation. One issue that is often at the heart ofREAD MORE

Lawmakers recently upended a tax strategy for wealthy Americans who want their loved ones to inherit sizable retirement accounts. Luckily, taxpayers have a workaround at their disposal that could help accomplish their goal. “Your trust won’t work anymore the wayREAD MORE

Congress just agreed to a bipartisan appropriations bill that will help avert another government shutdown. However, attached to the spending bill is a piece of legislation called the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), which passed the HouseREAD MORE