Important Tips To Consider For Your Incoming College Student From an Attorney’s Perspective
Turning 18 is a big milestone – not just from a parent’s emotional perspective, but also for the 18-year-old, who is almost stepping into adulthood. As amazing as turning eighteen can be, the ‘to-do” items associated with it should not be overlooked. Starting at 17,...
KMUAAA Convention in Toronto, Canada
Brett Lytle will be a guest speaker at Kaohsiung Medical University Convention in Toronto, Canada.
CalABLE is Coming Soon – by, Danielle Al-Abed
For many disabled Americans, maintaining eligibility for public benefits and saving for long-term financial security are mutually exclusive. The ABLE act will change this for Californians. Under current policy, if an individual’s personal assets exceed a total of...
Property Tax Reduction on this November’s Ballot: Your Quick Guide to Proposition 5 – Sophia Y. Cizmarik
** Previously reported this article stated that there was no age limitation which is an error. The age limitation is 55 years or older. ** On next November’s ballot, California Proposition 5, the “Property Tax Transfer Initiative,” would add a wrinkle to...
End of Life Option Act – Up in the Air
Current Developments: End of Life Option Act is up in the air. This article was written by Danielle Al-Abed. California’s “End of Life Option Act” now hangs in the balance as a result of opponents recently challenging the validity of the legislation. The act allows...
Of Hearts And Minds – Estate Planning For Families With Kids
If you are a parent and have children, this series on estate planning for families with kids is designed to address your basic estate planning questions. When I meet with clients with children under the age of 18, I talk in terms of Hearts and Minds. Imagine a world...
Upcoming Seminar: New Tax Act! – How it Affects You, Your Clients, and Real Estate Ownership
New Tax Act! - How It Affects You, Your Clients and Real Estate Ownership Date: Tuesday, April 10, 2018 Time: 3:30 PM - 5:30 PM Location: Futura, 1010 Valencia Street, San Francisco, CA 94110 To Register for this free event, please Click Here Stay current on...
Upcoming Lunch & Learn Event: What to do When a Loved One is Alive But Not Well
What to do When a Loved One is Alive But Not Well Prepare for the Unthinkable Your estate plan should give you peace of mind. The truth is that most estate plans fail. Documents may be outdated or poorly drafted, assets may be improperly titled, or the trustee or...
Q & A: Planning for Family Members with Special Needs
Please join us on Friday, April 6, 2018 from 8:00 am to 9:00 am for a Question and Answer Session on how to Plan for Family Members with Special Needs. Q & A: Planning for Family Members with Special Needs Date: Friday, April 6, 2018 Time: 8:00 am to 9:00 am...
Upcoming Event: Advanced Topics in CA Property Tax – Using Legal Entities to Get Real Property to the Kids with Lower CA Property Tax (1.25 MCLE credits)
Please join us on Wednesday, April 4, 2018 for a Continuing Legal Education workshop to learn about Advanced Topics in California Property Tax and how to get real property to the kids with lower California property taxes using legal entities such as LLCs and...
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