by Evan Ferini | Jun 1, 2023 | Estate Planning
COST BASIS RULES: JOINT TENANCY When someone inherits an asset, it can be difficult to understand what their potential tax liability will be, especially if they already owned an interest in that asset. In this article, we are going to discuss what California...
by Diana Alcala | May 1, 2023 | Estate Planning
This article is the sixth in a series of articles designed to educate and inform the reader on the general concepts of conservatorships, when they may be necessary, and the considerations made by the court in establishing them. As discussed in previous installments,...
by Christian Salgado | Apr 1, 2023 | Estate Planning
WHAT IS ESTATE TAX? In the United States, there is a federal estate tax (sometimes called a death tax), which is imposed at a person’s death on the transfer of assets. When an estate’s value at the time of death exceeds a limit set by law, which changes...
by Diana Alcala | Jan 1, 2023 | Estate Planning
This article is the fifth in a series of articles designed to educate and inform the reader on the general concepts of conservatorships, when they may be necessary, and the considerations made by the Court in establishing them. As discussed in previous installments,...
by Christian Salgado | Dec 1, 2022 | Estate Planning
POWER OF ATTORNEY EXPLAINED At times individuals will ask us what a power of attorney is. In short, a legal document that gives someone else the power to act for you Perhaps a more thorough answer is a power of attorney is written authorization given by one person, a...
by Diana Alcala | Aug 30, 2022 | Estate Planning
This article is the fourth in a series of articles designed to educate and inform the reader on the general concepts of conservatorships, when they may be necessary, and the considerations made by the Court in establishing them. As discussed in the third installment,...
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