Retirement & Estate Planning

Estate Planning

• Smart Steps for Funeral Planning
• What You Need To Know About Writing Your Will

Estate Taxes

• Who pays tax on house owned by a trust?
• Do I request an EIN for a revocable living trust?
• How do the cost-basis of securities get stepped up?
• Is there a California estate tax? If so, how is it calculated?
• Who pays the inheritance tax?

Retirement Savings

• Borrowing from a Company Retirement Plan
• Protecting Your Retirement Savings

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In accordance with IRS Circular 230, the information on this website is not intended or written to be used, and cannot be used as or considered a "covered opinion" or other written tax advice and should not be relied upon for the purpose of avoiding tax-related penalties under the Internal Revenue Code; promoting, marketing, or recommending to another party any transaction or tax-related matter(s) addressed herein; for IRS audit, tax dispute or other purposes.