December 2016 Archives

Repeal of federal estate tax would not affect most Californians


Although our current president-elect campaigned on promises to fight for blue-collar workers, one of his major policy proposals will likely benefit only a few very wealthy individuals. The repeal of the combined federal gift and estate tax is a cornerstone of the Trump tax plan. While it is impossible to know at this stage what Trump - or Congress - will actually do, eliminating the gift and estate tax seems probable, since it will have little effect on tax revenue and is therefore unlikely to generate much controversy.

A durable POA allows a trusted person to handle one's affairs


When an individual becomes mentally or physically incapacitated, they often have difficulty performing basic tasks like paying bills or balancing their checkbook. Older individuals may become incapacitated due to Alzheimer's disease or some other form of dementia. Even relatively young people can become incapacitated by serious illness or a disabling injury. Regardless of the reason for the incapacity, California law allows a trusted individual to step into the shoes of the incapacitated person and handle their affairs by means of a durable power of attorney.

Estate planning and personal items: do the kids even want them?


For many people in California, passing on treasured family heirlooms and sentimental property is an important part of estate planning. But, according to a recent news story, many members of the so-called "millennial" generation are not particularly interested in inheriting furniture, antiques and collectibles from their older relatives.

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