Archives
- 2012.02.22: 8 ASSETS THAT AVOID PROBATE
- 2012.02.14: 5 TIPS FOR MAKING INTRAFAMILY LOANS
- 2012.02.01: USE POWERS OF APPOINTMENT TO CREATE FLEXIBILITY
- 2012.01.02: SMALL ESTATE AMOUNT INCREASED TO $150,000
- 2011.09.14: CARRY-OVER BASIS & ESTATE TAX RETURNS FOR 2010 GET ANOTHER EXTENSION
- 2011.09.12: GETTING THE MOST OUT OF A CONFERENCE (PART 3)
- 2011.09.07: SILICON VALLEY COMMUNITY FOUNDATION HAS A NEW WEBSITE
- 2011.08.31: Should Our Family Limited Partnership Be in California?
- 2011.08.30: PALO ALTO CPA ASKS ABOUT 2010 DEATH & TAXES
- 2011.08.29: GETTING THE MOST OUT OF A CONFERENCE (PART 2)
- 2011.08.26: FIRST FOOTBALL PARTY OF THE YEAR INVITE
- 2011.08.22: GETTING THE MOST OUT OF A CONFERENCE (PART 1)
- 2011.08.18: 3 ASSETS TO CONSIDER WHEN CREATING A CHARITABLE REMAINDER TRUST
- 2011.08.17: 8 ASSETS TO AVOID PLACING INTO A CHARITABLE REMAINDER TRUST
- 2011.08.17: NEW STUDY GROUP STARTING
- 2011.08.15: WHAT'S MORE IMPORTANT: LISTENING or UNDERSTANDING?
- 2011.08.14: Santa Clara Dean Passes Away
- 2011.08.11: IS THE GRAT (GRANTOR RETAINED ANNUITY TRUST) DEAD?
- 2011.08.08: How Can I Help You Even If It Doesn't Benefit Me?
- 2011.08.03: MOUNTAIN VIEW CFP ASKS: Aren't my client records and conversations confidential?
- 2011.08.01: MARKETING MONDAY HAS ARRIVED!
- 2011.07.24: HOW TO PLAN FOR PORTABILITY
- 2011.07.10: PORTABILITY POSITIVES
- 2011.07.03: 6 ARGUMENTS AGAINST PLANNING FOR PORTABILITY ON THE FIRST DEATH
- 2011.07.01: Almaden Valley Principal Wins National Award
- 2011.06.26: If You Love San Jose
- 2011.06.19: QUALIFIED PERSONAL RESIDENCE TRUST (PART 1)
- 2011.06.12: Eight Suggestions Every Parent Should Examine To Make Sure Their Estate Planning Is Up To Date
- 2011.06.02: Santa Clara Alum Wins First Trial
- 2011.06.01: Help Choosing a Guardian for your Children
- 2011.01.10: The Tax Ramifications of Taking Playboy Private
- 2011.01.03: Who Owns Your Right to Publicity After You Die?
- 2010.12.30: MUST BENEFICIARIES BE GIVEN NOTICE?
- 2010.12.23: Lower Property Taxes are only Temporary
- 2010.12.18: THE GREAT AMERICAN TAX GIVEAWAY
- 2010.12.18: Welcome to the San Jose Estate Planning Attorney Blog
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Recent Entries
8 ASSETS THAT AVOID PROBATE Avoiding Probate is often a key goal for clients in their estate planning. This article...
5 TIPS FOR MAKING INTRAFAMILY LOANS One of the best strategies for clients with wealth is to find ways to maximize...
USE POWERS OF APPOINTMENT TO CREATE FLEXIBILITY A power of appointment can be an effective estate planning technique, facilitating how your property...
SMALL ESTATE AMOUNT INCREASED TO $150,000 The State of California has increased the amount that may pass through the Small Estate procedure...
CARRY-OVER BASIS & ESTATE TAX RETURNS FOR 2010 GET ANOTHER EXTENSION Two weeks ago I wrote about the unique rules for decedents dying in 2010. On...
GETTING THE MOST OUT OF A CONFERENCE (PART 3) I have previously posted Part 1 & Part 2 of this series looking at Networking...