This week (Tuesday 15 May, 2018), a California court in Riverside County overturned an end of life choice for people in California. California’s Assisted Death Law was overturned due to concerns about how it was passed by the Legislature during a special session on health care funding. What’s next? The judge gave the state attorney general […]
Tuesday 17 April, 2018 is the deadline for individuals filing 2017 federal taxes! Did you know there are different due dates for specific individuals and corporations that do not apply to everyone? TaxAct.com provides a reference library outlining Federal Due Dates by month by taxpayer type and provides state specific filing requirements. Check it out
Tax Filing References Available Read More »
We are one month away from individuals filing 2017 taxes and today we’ll discuss taxes for the longer term. Yes, in 2018 the new provisions passed by Congress in December, 2017 will take effect. Coverage of these provisions has highlighted the impact to companies and businesses. Today, we will consider the impact of these new
Tax Considerations for Individuals Read More »
Estate planning allows us to avoid legal questions that arise when anyone is incapacitated or dies. Questions about finances, property, guardianship for minors, tax implications of selling property, business transfers, medical/health care considerations, funeral plans and more. Decisions made and implemented today may be modified over time, allowing flexibility over time for changes you desire. Whether
Taxes are in the news of late. There is one particular tax that gets a lot of press – the “estate tax”. Let’s look at the facts about estate taxes today – what in the heck is the “estate tax”? Small business owners and families alike face a variety of issues throughout life. Taxes come
What is the “Estate Tax”? Read More »
Did you know that the origin of the phrase “buy the farm” from the US Air Force in the 1950’s? A story about its origin was told in an issue of American Speech in 1955. “Jet pilots say that when a jet crashes on a farm the farmer usually sues the government for damages done to
Over the years, life’s uncertainties have come into my life personally, or involving family, friends or a work situation. Having access to information is easier today than ever! Keeping this in mind, I seek your input today. The link below will take you to a survey. This survey focuses on two areas: a) Illness/accident and
Life’s Uncertainties Read More »
Debt and Death: What Happens? What happens to your debts after you die depend on various factors: what type of debt is it; what is the marital status; was there a co-signer; is the state of residence a “community property” state; and the specifics of the estate left behind. Dealing with debt at any time
Online accounts and what happens to them after we die / or if we are incapacitated is a subject that impacts a majority of people. Today, I want to write about the passing of a new law in California. As we wait for national legislation for Fiduciary Access to Digital Assets, we live in an
2017 Digital Assets Update Read More »
As we prepare for the holiday season, many of us may have traditions that include being with loved ones. For those of us who have experienced the loss of loved ones, changes in the celebrations are marked. Loss comes in many forms. Dealing with grief and loss is something most people have to do sometime
The Living Planner Advisory Perspective – Rosie Fox, Certified Grief Specialist Read More »
