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Biden’s Tax Plan: What’s Enacted, What’s Proposed

Article taken from: Higher taxes on corporations and the wealthy, no increase under $400k Less than two months after his inauguration, President Joe Biden had moved significantly forward on the three key elements of his Build Back Better program, all of which are funded by notable changes in tax law.1 This article outlines the key … Read more

Celebrity Deaths in 2020: And the Six Estate-Planning Lessons We Can Learn

Publish on As estate planners, we are often shocked to learn about wealthy celebrities who pass away without a will or trust. These wealthy celebrities had the financial resources to implement a comprehensive, up-to-date estate plan yet failed to do so before their deaths. So what went wrong? More importantly, what lessons can we … Read more

Who wins and who loses with California property tax measure Proposition 19

By LIAM DILLON STAFF WRITER LA TIMES OCT. 19, 2020 5 AM PT One of the most complicated measures on California’s ballot this November is Proposition 19, which gives new property tax breaks to older homeowners, increases property taxes for those inheriting their parents’ properties and tacks on some tax relief for those affected by wildfires. The measure … Read more