Business
Business
Estate Planning – Navigating separate and community property in California estate planning
In California, understanding the distinction between separate and community property is crucial for estate planning purposes. This is because how property is characterized will impact issues from asset division in divorce to how your estate is distributed after death....
Docks to suit every boat owner’s wishes
By Mary-Justine Lanyon Docks are nothing new to Aaron Osekowsky. When he was in high school, Osekowsky worked on docks on Lake Arrowhead with Brian Perrin, one of his best friends whose father, Rob Perrin, owned Kiwi Docks. “During summer breaks,” Osekowsky said, “we...
Estate Planning – Passing assets without estate planning: Weighing options and implications
Creating an estate plan with legal instruments like wills and trusts is the most thorough approach for designating successor owners for assets after someone passes away. However, less complex beneficiary options exist, too. Methods like joint accounts,...
Estate Planning – How gifting assets and the marital deduction can impact estate taxes
Many individuals look for ways to gift assets before death as part of their estate plans. Understanding key aspects of federal gift tax rules, how gifts impact estate taxes and utilizing the unlimited marital deduction can help minimize tax liability. Annual...
