Tag Archives: San Francisco Bay Area

What To Do With Your Underwater House: Options Include Loan Modification, HARP, Short Sale, Foreclosure

We have written before about the current situation across the country in which so many homeowners have mortgages that are underwater. The coming tsunami of foreclosures on distressed properties is bound to have an impact on the slowly recovering real estate market. … Continue reading

Posted in Distressed Property, Loan Modification, Residential Real Estate, Short Sale | 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

Loan Modification Is An Option To Avoid Foreclosure, But Beware Of Fraudulent Mortgage Consultants

It is bad enough when a family has to deal with the agony of trying to avoid losing a home due to the bad economy, but it really makes our blood boil when we read about criminals who prey on … Continue reading

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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

Plan For Your Pet’s Future With A Trust for Companion Animal

We have recently written about estate planning and business succession planning, but one question about planning for the future we have not answered, and which is being asked with ever-increasing frequency by individuals and families, is: What becomes of your … Continue reading

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Estate Tax and Gift Tax Laws and Rates Change, So Your Estate Planning Should, Too

Taxes seem to be one of the hot topics these days, especially on the presidential campaign trail. Regardless of which party controls Congress or the White House at any point in time, as taxpayers, we need to deal with the … Continue reading

Posted in California Trust Law, Estate Planning, Estate Tax, Gift Tax, Income Tax, Trust Administration, Trusts & Estates | Tagged , , , , , , , , , , , , , , , , , , , , , , | 2 Comments