When Not to Choose a Spouse as an IRA Beneficiary
I mentioned about why you would want to name the spouse as an IRA beneficiary. However, there are times when not to name your spouse is the right choice.
Articles about Tax planning
Choosing a Charity as an IRA Beneficiary
Orange County Estate Planning Attorney Discusses Choosing a Charity as an IRA Beneficiary
How to Implement a Credit Shelter Trust
Married couples often use credit shelter trusts to minimize potential estate taxes. Administering these trusts requires close attention to tax laws.
How to Avoid Medi-Cal Recovery Against Your Home.
Once you’ve become eligible for Medi-Cal and know your share of cost is, the next question is whether Medi-Cal recovery against your estate is possible.
What Married Couples Should Know About the Federal Estate Tax
Are you and your spouse developing an estate plan? Before you write your wills and create trusts understand how the about the federal estate tax may apply to you.
Why You Need to Know About Gift Tax Exemptions
Why You Need to Know About Gift Tax Exemptions. For more infomation please feel free to call or email our office today to see if we can help.