Global Perspective Blog

Posted: Oct 20, 2014
In the beloved 1956 musical My Fair Lady, Alfred Doolittle, the father of Eliza Doolittle, has one last spree before his own wedding. The familiar tune “Get me to the Church on Time” is a plea to his friends not to let his merriment...
Posted: Oct 14, 2014
Like other sections of the tax code, the 1031 Exchange is increasingly familiar, if not always well-understood, and it can be useful in the right situation. Section 1031 describes the circumstances where exchanges of “like-kind”...
Posted: Oct 08, 2014
Over the last seven years, many investors have been hard pressed to find a single investment option with a relatively safe and consistent return.   The long running backdrop of low interest rates, the real estate market slide of 2007, and...
Posted: Sep 25, 2014
California State University, Sacramento was founded in 1947 as Sacramento State College. Today, it offers a diverse student body of 28,500 access to 58 undergraduate majors, 41 master degrees, 6 post-baccalaureate certificates, and 2 doctoral...
Posted: Sep 15, 2014
A GRAT may sound like a character from a Dr. Seuss book, but in reality it is a great estate planning tool for clients with large estates who are concerned about paying gift and estate taxes.  A Grantor Retained Annuity Trust, known as a GRAT...
Posted: Sep 04, 2014
"I busted a mirror and got seven years bad luck, but my lawyer thinks he can get me five." - Steven Wright   Seven years ago California was facing a severe budget crisis. The state’s expenses exceeded revenues, creating an...
Posted: Sep 02, 2014
In planning for the event of your passing, you’ve thoughtfully established a living trust, generously gifted to family members along the way, invested wisely, and intend to leave a sizable estate for your heirs. Included in your financial...
Posted: Aug 12, 2014
“You wish to surrender to me?  Very well, I accept.”  – The protagonist Westley in the novel “The Princess Bride”   In the novel “The Princess Bride,” later made into a cult film, The...
Posted: Aug 05, 2014
One of the biggest challenges facing retirees is the rising cost of healthcare and how they’ll pay for it. Medicare, the country’s health insurance plan for Americans age 65 and older, helps to make health care affordable; however, the...
Posted: Jul 30, 2014
While it is commonplace for our clients to craft thorough estate plans and trusts with focus on attorneys and legal documents, the follow up process of engaging and educating the successor generation is often overlooked. By actively discussing...

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