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Posts Tagged: California tax law

Is All This Really Necessary? . . . Yes, It Turns Out It Really Is

Jane Hodges of the Wall Street Journal recently jumped in where few would fear to tread—and lived to write about it. Where most people would prefer not to think about taxes and estate planning at all if they could help it, Hodges went through the process of creating an estate plan not only once, but… Read More »

Posted November 17, 2009 by Gene Osofsky & filed under Estate Planning.

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Serving The East Bay of San Francisco, and surrounding cities

 

TEL: (510) 247-2555
TEL: (925) 847-0737
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Elder Law Blog

  •  Inheritance While on Medi-Cal? How To Preserve Your Benefits
  • Preserving Your Parent’s Low Property Tax When Inheriting the Home
  • Must We Cash in IRAs to Qualify for Nursing Home Medi-Cal in 2026?
  • How to Activate a POA Upon the Incapacity of the Signer
  • Protect Deceased Loved Ones from Identity Theft

Recent Articles

  • Special Needs Planning & Divorce:
  • SNT’s Can Protect Public Benefits In Divorce. Revised
  • New ‘Secure Act’ Makes Big Changes To IRA’s and Other Retirement Plans
  • The New CA Decanting Statute: Some Advisory Cautions *

Other Resources

  • KDIA 1640 - Financing The Cost Of Long Term Care