The 2013 report on America’s most advisor friendly trust companies was released last week.  Here is a link to the full article.  The article has a lot of informative information about working with a trust company and some of the differences of using trust companies in different states. Also, in that article is a list of […]

I was quoted in an article today on Forbes.com. The article is about doing business on the golf course. I don’t have time for golf anymore. The incident I am quoted for happened about 15 years ago. Here is the link to the article.

My post the other day with the totally destroyed house here in Sacramento reminded me of another probate house from a few years ago. This one involved an incredible mystery which I will try to get to in the coming days. However, for today I’ll just give you the basic overview and some pictures of […]

The below are actual photos of a home we have in a probate case right now in the Sacramento probate Court. These are not doctored images. The problem here is the Executor of this probate estate died during the administration. We were eventually notified and got a new Executor in place to protect the estate. […]

“We aren’t quite ready to finish our estate plan yet….” “We are waiting to finish one other thing first….” “As soon as we finish our taxes we will get it done….” “We want to see how our son behaves the next few months and then we’ll finish….” Clearly no time is “perfect” for finishing an […]

The government has come up with a “permanent” estate tax solution. Does that mean you can get rid of your family limited partnerships and LLCs? What about your irrevocable trusts? There are a lot of good reasons for them! Today we will hit on a few reasons why you should keep your family limited partnerships […]

Our office did a lot of advanced estate planning late in the year. We helped clients give away tens of MILLIONS of dollars, without tax, through mediums such as family limited liability companies (FLPs), irrevocable trusts, and tenancy in common agreements.  Most experts thought the January 1, 2013 date would come with a lower gift […]