February 2014 Archives

Spending and saving for the future requires balance


People in California may have seen an interesting article in the Wall Street Journal several weeks ago about a family, their differing personalities and their differences in their approach to financial planning. It's a story that plays itself out in millions of households across the U.S., but still rarely gets the attention it deserves.

Thinking big picture to keep family wealth pays off


People in California know that making wise financial decisions and planning for the future are two of the cornerstones of continued prosperity, but sometimes actually doing these things can be a challenge people are reluctant to take on. Not everyone is a financial whiz or an attorney well-versed in the law of asset transfers but, for a reasonable fee, the odds are that they can find just such an expert in their neighborhood. The truth is that everyone, not just those with a substantial estate, can benefit greatly from talking about their own unique financial situation with an estate planning attorney.

With new tax laws, do Californians need credit shelter trusts?


By this time of the year, most Sacramento residents will have received all the forms and paperwork necessary to file their income taxes for 2013. Some may find windfall refunds awaiting them; others will be less lucky and end up owing money to the state of California and to Uncle Sam. But while the subject of taxes is fresh in the minds of local residents, it is worth noting that there are options available for those wondering how to reduce federal taxes on their estates.

California family members should beware of elder financial abuse


People in California know that senior citizens are among the most vulnerable members of society. As their health and mental ability sometimes starts to fade with age, family members and loved ones are faced with the difficult decision of what to do to provide for their care and keep them safe. Unfortunately, while loved ones are planning for their well-being, there are others out there with nasty intentions of exploiting them and taking their hard-earned wealth.

Contact Our Law Office Today

If you would like to discuss representation or have another question about my firm, please call 916-248-4465 or email my Sacramento, California, office to arrange for a consultation.

Office Location
901 H Street, Suite 210
Sacramento, CA 95814-1808

Phone: 916-248-4465
Fax: 916-441-5776
Map & Directions

office numbers
Map