June 30, 2023 Starting January 1, 2024, the new “Corporate Transparency Act” will affect virtually all small family businesses, including limited liability companies (LLC’s) and … READ MORE “New Financial Disclosure Rules Negatively Impact Small Business”

On August 16, 2022, President Biden signed the Inflation Reduction Act into law. This bill includes a number of tax provisions (both revenue raisers and … READ MORE “How Will the Inflation Reduction Act Affect You?”

In 2021, California changed the way it taxes real property transfers. That new law, called Proposition 19 (“Prop 19”), virtually eliminates the parent-child exclusion that … READ MORE “Is California’s Parent-Child Exclusion Gone For Good?”

Turning age 18 means more than a party – it means a sudden end to the parent’s rights and responsibilities toward that new adult.  Before … READ MORE “New Adults Need an Estate Plan Too”

The Scout motto is “Be Prepared.”  As a former Scout leader, and an estate planning attorney, I spend much of my time helping others to … READ MORE “Sometimes the Unexpected Happens”