Authored by Mark Lobb Along with California: “The Good, The Bad and The Ugly” Last year saw the demise of the Build Back Better act which promised increased taxes and the gutting of traditional estate planning. Significant changes in tax and estate planning are not likely to occur in 2023 at the federal level. States […]
2023 Updates on Tax, Estate and Gift Planning Read More »
Authored by Kristin Gifford and Natalia Mowery While California offers beautiful weather year-round, with the high cost of living and often ability to work from home, our firm has witnessed a rising number of Californians moving away from the Golden State. To be sure to avoid unwanted California State tax, exiting Californians should carefully plan
A Californian’s Move to Nevada Read More »
If you are looking to minimize the risk of losing assets to creditors, lawsuits, or other legal challenges, then it is vital to be informed about asset protection. Asset protection is a legal strategy that is used to safeguard assets. There are various techniques that can be used in asset protection, such as establishing trusts,
What Does Asset Protection Mean? Read More »
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