People in California may have seen a recent financial news article about inheritance, and how people who are lucky enough to receive an inheritance plan on using it. In a recent survey of people under the age of 60 who expected to inherit money or assets, most people...
Month: September 2013
Passing on wealth to heirs requires sound planning
People in California may have seen a recent editorial about people who have had the good fortune to pass on their wealth to future generations, and the surprising backlash many people in the American public seem to have against their heirs. While many people are quick...
California workers’ pensions could be at risk
People in California may have seen a recent news story about the fight over public employee pensions. The article discussed a pension reform gathering that took place earlier this year in Sacramento, and the possible implications that bringing pension reform to...
Same-sex couples get much needed federal tax guidance
People in California may have heard about a recent tax policy change that could provide some peace of mind for same-sex couples across the state. Same-sex marriage has been a hot-button topic here in California and in many other states, and shifting laws and...