Blog

Three Facts About Elder Law To Avoid An “Estate” Of Unrest

Elder law, including estate planning, is an important field of law. Here are three things you may not have previously known about how estate planning ...

Life doesn’t stay the same, and neither should your Will and Trust.

Legal Document Review & Updates When was the last time you had your Will or Trust reviewed? Too often people create an estate plan, shove ...

Why You Need to Start Medi-Cal Planning Today

As we tend to live longer lives than past generations, more and more of us will wind up needing long-term care or moving into a ...

Consider These Provisions Before Leasing Commercial Space

Even though more and more retail business is conducted online, and notwithstanding the fact that many other enterprises can be run from the comfort of ...

Offers in Compromise: Settling Up With the IRS

An offer in compromise (OIC) is an agreement between a taxpayer and the Internal Revenue Service that settles the taxpayer’s tax liabilities for less than ...

California Nursing Home Admission Agreements: What You Need to Know

For families and seniors, the process of moving into a nursing home or assisted living facility can be taxing and emotional. During this time, many ...

Have You Thought About Business Succession Planning?

We represent a lot of smaller and family-owned businesses here in the Sacramento/Roseville area, and seeing our clients’ enterprises grow and thrive, and assisting them ...

The Alternative Minimum Tax: Yet Another “Stealth Tax”

In a previous post I discussed the dangers to unwary taxpayers of Income in Respect of a Decedent (IRD), which I include in the category of “stealth taxes;” taxes ...

Income in Respect of a Decedent: A “Stealth Tax” You Need to Understand

Even within the context of a tax code filled with a seemingly endless and unnecessarily complicated supply of liabilities, exemptions, and loopholes, some taxes are ...