The Tax Cuts and Jobs Act temporarily doubled the amount which can be given free of tax. However, that amount reverts to the permanent, undoubled
Upcoming Seminars
- Free Seminar on Wills, Living Trusts & Long-Term Care
- Hermosa Beach
- Beach House Hotel
- Saturday, January 19, 2019
- FREE SEMINAR ON WILLS, TRUSTS & LONG-TERM CARE
- 6333 Bristol Parkway Culver City, CA 90230
- Courtyard by Marriott
- Thursday, January 24, 2019
Recent News
Being Thankful and Sharing Your Blessings
Thanksgiving is a time for sharing. This article examines ways for giving effectively, both to loved ones or to charity. It examines the use of 529
QDRO: Not Just for Divorce Anymore
Transferring an ERISA account, like a 401(k), from one spouse to another can have substantial tax benefits, by delaying Required Minimum Distributions
What is the Maximum VA Aid and Attendance Benefits Amount?
Aid and Attendance is a benefit that veterans and their spouses can receive from the Veterans Affairs and can be awarded in addition to the basic
Giving Back
Giving back provides many benefits, whether in life or at death. The article explores ways of giving back and some of the tax benefits available, both
How Are Trusts Taxed?
Trusts are useful vehicles both during life and after death. This article examines how trusts are income taxed. Grantor trusts are taxed to the
Can a “No Contest” Clause Help to Avoid Orange County Probate Litigation?
There are several reasons someone might decide to challenge whether a will is valid. The most common reasons are whether the will was properly signed,
Can You Help Me With Medi-Cal Asset Protection?
Eligibility for Medi-Cal benefits requires that you have a limited amount of countable assets. Even so, exempt assets may be subject to recovery by
Using Dynasty Trusts to Protect Your Estate For Generations to Come
For those with great wealth and the desire to control and protect the family assets for generations, while seeing to it that the generations that
Where We Are
El SegundoPhone: (310) 337-7696
Fax: 310-337-1277
222 North Pacific Coast Highway., Suite 130
El Segundo, CA 90245Fax: 310-337-1277
Office Hours
| Monday | 9:00 AM - 6:00 PM |
| Tuesday | 9:00 AM - 6:00 PM |
| Wednesday | 9:00 AM - 6:00 PM |
| Thursday | 9:00 AM - 6:00 PM |
| Friday | 9:00 AM - 6:00 PM |
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