Tax, estate and trust planning, and real estate advice and representation from an experienced attorney.
Call Today
Please Note: To protect your safety in response to the threats of COVID-19, we are offering our clients the ability to meet with us in person, via telephone or through video conferencing. Please call our office to discuss your options
Selling your home in California can trigger tax consequences if you make a profit. If you have owned the property for many years, organized paperwork can help show important amounts and whether exclusions that can reduce or eliminate taxes apply. Before listing your...
If you discover your parents have not updated their estate plan in 20 years, you may feel a sense of relief that a plan exists. However, many older trusts in Northern California contain clauses that do not align with current state or federal tax codes. These outdated...
When a lender forgives or cancels a debt, the relief may feel huge. However, many people in California are surprised to learn that canceled debt may be taxable income. This surprise often appears when they file their tax return. Understanding how the IRS and the state...
An estate plan often includes naming someone to act on your behalf if you cannot make decisions. In California, a power of attorney gives a trusted person the authority to handle financial or personal matters. Choosing the right person is one of the most important...
Property boundary disputes are common in California, given its diverse real estate landscape. If you face such a dispute, handling it properly is crucial to avoid lengthy legal battles. Here’s how to resolve a property boundary dispute in California. Step 1: Review...
Starting a small business involves many exciting steps, but it also comes with important tax responsibilities. Understanding these responsibilities can help a business owner save money and avoid problems with the IRS. This blog post will discuss some key tax...
A trust serves as a powerful financial and legal tool to manage assets effectively. It allows individuals to specify how they distribute and manage their property during their lifetime or after their death. Trusts provide several unique advantages that make them an...
Estate planning often focuses on human beneficiaries, but pets also deserve proper care after an owner’s passing. Including pets in an estate plan ensures they receive care and protection according to the owner’s wishes. Designate a pet guardian The first step in...
Preservation laws play a crucial role in maintaining the cultural and historical landscape of a community. Understanding these regulations can significantly influence real estate projects, from planning to execution. How preservation laws shape development...
The shift to remote work has changed how many people view their jobs and where they choose to live. It has also raised new tax considerations. If you are a remote worker, it is helpful to understand some of the tax implications of working remotely. State tax...
