Tag Archives: KDOW

The Probate Court Process; What Constitutes a Proper Will; Contested Wills

The most important message we like to communicate about probate court is that it should be avoided at all costs – under most circumstances. We recently discussed this issue on our weekly radio and web broadcast on KDOW 1220 AM, … Continue reading

Posted in California Trust Law, Estate Planning, Probate, Radio Show: Wealth Preservation and You, Trusts & Estates | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Whitney Houston Update; IRS Publishes “Fresh Start” for Struggling Taxpayers; California Residency

We are in the heart of tax season, so naturally we have recently been addressing many related issues. We wish we had time to discuss them all on our weekly radio and web broadcast on KDOW 1220 AM, and then … Continue reading

Posted in Asset Protection, California Trust Law, Estate Planning, Estate Tax, Family Law, Filing Your Tax Return, Income Tax, Probate, Radio Show: Wealth Preservation and You, Tax Law, Trust Administration, Trusts & Estates | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Estate Planning for Special Assets: Family Business, Out of State Assets, Companion Animals, Trustee Duties

When we have previously discussed estate planning, we’ve primarily focused on situations that involve the basics of how to handle real estate or liquid assets like stocks and bonds, so your beneficiaries receive as much as possible of your estate … Continue reading

Posted in Asset Protection, Business Law, Estate Planning, Estate Tax, Partnerships, Radio Show: Wealth Preservation and You, Succession Planning, Trust Administration, Trusts & Estates | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

How to Select a Good Tax Preparer to Help You File Your 2011 Tax Return

We do not normally recommend that you should find a new tax preparer, unless you want to upgrade from unpaid assistance to an experienced professional. The primary reason to maintain a relationship with a tax preparer is that the longer one person prepares your annual … Continue reading

Posted in Accounting Services, Filing Your Tax Return, Income Tax, Tax Return Preparation | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Living Trust And Estate Tax Laws May Change. Will Your Estate Plan Still Be Appropriate?

We have recently written about living trusts, and their impact on estate taxes, but we feel the need to address this topic again, because of the uncertainly concerning the current federal estate tax laws, which expire at the end of … Continue reading

Posted in Estate Planning, Estate Tax, Radio Show: Wealth Preservation and You, Tax Law, Trust Administration, Trusts & Estates | Tagged , , , , , , , , , , , , , , , , , , , , | Leave a comment

Special Needs Trusts for Children and Elderly Require Careful Estate Planning and Long-Term Financial Considerations

As a part of our recent focus on trusts and estates, the topic of our most recent radio program on Saturday afternoon was Special Needs Trusts, which are becoming a much more frequent part of family estate plans. We covered … Continue reading

Posted in Estate Planning, Estate Tax, Family Law, Tax Law, Trust Administration, Trusts & Estates, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 2 Comments