Sacramento Divorce: The Moment I Knew

A thought provoking article in the Huffington Post discusses their informal survey of readers to ask: Was there a moment you knew your marriage was over? The split-second you saw the writing on the wall–even if you didn’t acknowledge as much until later? You can read the full article here. I kinda knew it was […]

Who Owns Credit Card Debt After the Death of a Parent?

Download PDF of this article here: Who Owns Credit Card Debt After the Death of a Parent Administering the estate of a deceased loved one can be complicated and emotional under the best of circumstances, but executors who take on this overwhelming task may find themselves facing more than just the demands of relatives and […]

A Way to Help Parents and Grandparents in Financial Need

Download PDF of this article here: A Way to Help Parents and Grandparents in Financial Need Estate planning is often about how people can pass wealth on to their children or grandchildren, but what if a child wants to give financial gifts to a parent or grandparent? This article from Bloomberg discusses just that: how […]

Tough Decisions Await Executors of 2010 Estates

Download PDF of this article here: Tough Decisions Await Executors of 2010 Estates If you are the executor of the estate of a decedent who died in 2010 you may think you’re in the clear.  After all, there was no estate tax in 2010 right?  Making distributions should be a piece of cake.  Wrong.  Because […]

Coming in 2012: Change for Retirees

Download PDF of this article here: Coming in 2012 Change for Retirees Last month the Obama administration released their budget for the 2012 fiscal year, and included in that budget were a few things that retirees (or those close to retiring) will want to be aware of.  If you own a business you may want […]

Where Should You Live to Escape the Estate Tax?

Download PDF of this article here: Where Should You Live to Escape the Estate Tax Do you live in a state that has a friendly attitude toward the estate tax or inheritance tax? You may think you do, but according to this article in Forbes some states made changes to their estate or inheritance tax […]

How a Special Needs Trust Can Help Your Child

Download PDF of this article here: How a Special Needs Trust Can Help Your Child You know how important it is to protect your family with an estate plan, but if you have a child with special needs then taking steps to protect them if something should happen to you is essential.  Unfortunately, for families […]