Estate Planning

California sports hero and worldwide golf superstar Phil Mickelson had some choice words about the new state and federal income tax rates he, as one of the highest-paid athletes in the world, will be forced to pay as a California resident. That is, if he remains in...

High-income Californians may have expected a modest tax increase this year but that does not mean anyone is excited about having to pay up to 3 percent more in income taxes this year. While dependent exemptions went up a paltry $6 per child, people making over...

Last month the U.S. Supreme Court decided that it will hear two cases dealing with same-sex couples and the discrimination they have encountered under federal and California laws. The Supreme Court will hear the cases in March and may have a decision sometime around...

Californians may have seen a recent financial news article about the new taxes from the Affordable Care Act, known colloquially as Obamacare, that are scheduled to go into effect at the beginning of 2013. In particular, people need to pay attention to a new 3.8%...

Californians may have seen a recent article that discussed the financial implications of divorce, especially for women. Whether male or female, divorce usually constitutes a major life shift, and though there are plenty of considerations one has to take into account...

California has been no stranger to the controversy surrounding same-sex marriage and the courts continue to struggle to make sense of the situation. Some much-needed guidance on legal issues related to same-sex marriage may be on the horizon, as the United States...

One of the major differences between President Obama and Mitt Romney was their opinions on how to handle taxation of the middle and upper class. Obama favors an increased tax rate for the wealthiest Americans, and not surprisingly, Democrat-dominated California voted...

A recent news article discussed the issues that California same-sex couples may face when it comes to making sure that they and their loved ones are fully protected financially. Same-sex couples can face more difficulties than heterosexual married couples when it...

Our readers in the Sacramento area have surely heard about the impending federal estate tax break which is set to expire on Jan. 1, 2013. Anyone concerned about estate planning and avoiding unnecessary taxation should consider acting immediately to take advantage of...

Sacramento readers may be interested to learn that earlier this month the 9th Circuit Court of Appeals held that the estate of Marilyn Monroe could neither stop the sale of images of the deceased actress nor collect royalties from sales by the Milton Green Archives....