Blog Posting By Tag: Estate Planning

Posted: Aug 02, 2017
Every parent can probably remember being asked when they were expecting, “Are you hoping for a boy or a girl?”  The quick answer, of course, is that you are hoping for a child that is healthy.  Raising and caring for a child with special... Read More...
Posted: Aug 02, 2017
Every family is different.  Some are very open, sharing details about nearly everything in a loud boisterous manner; others are more reserved and less comfortable revealing personal information.  No matter what your family dynamic, there... Read More...
Posted: Jun 26, 2017
In today’s world of innovation, where one idea could turn a young entrepreneur into an overnight million(billion)aire, it is becoming increasingly common for a financially successful individual to accumulate far more wealth than their living parents... Read More...
Posted: May 02, 2017
Intellectual property (IP) is a critical driver of innovation and economic competitiveness.  In the last several years, new groundbreaking products and services have been made available to the world markets from right here in Silicon Valley and... Read More...
Posted: Mar 16, 2017
In the alphabet soup of estate planning jargon, the acronym QPRT is one of the more familiar — if not fully understood — terms and it represents a popular and rather common technique for potentially passing significant wealth amongst generations... Read More...
Posted: Jan 30, 2017
We have lost several well-known artists this past year: David Bowie; Alan Rickman; Glenn Fry; Harper Lee; Garry Shandling; Prince; Gene Wilder; George Michael; and most recently Carrie Fisher and her mother Debbie Reynolds.  These names are a... Read More...
Posted: Oct 25, 2016
In June of this year, Microsoft announced plans to acquire LinkedIn for $196 per share in an all cash deal. This is great news for LinkedIn shareholders and this is only one of 32,203 M & A deals announced during 2016 which total value estimated... Read More...
Posted: Oct 21, 2016
In late 2014 the Achieving a Better Life Experience Act (ABLE) was enacted to enable states to create tax-advantaged savings programs for young people with disabilities under section 529A of the Internal Revenue Code.  By 2017 many states,... Read More...
Posted: Jul 25, 2016
Even at the ripe old age of 100, the Federal Estate Tax – also affectionately known as the ‘death tax’ – is still steeped in controversy.  When it was first instituted in 1916 during the height of World War I, it was seen by... Read More...
Posted: May 09, 2016
The State of California holds more than $8 billion in unclaimed funds on its books. States all over the country are running massive surpluses of orphaned accounts. These funds are the result of bank and investment accounts being left behind or... Read More...

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