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 »
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 »
This week I stumbled upon an article. If you’ve followed me for any period of time, you understand that I am an advocate for creating awareness about the practical aspects of life. Consider me the “lay person interpreter” to help you understand what the “legalese”; “financialese”, “healthese” means in real life/practical terms. The statistics I
For all who are following state and national legislation about Digital Assets, the state of California has recently sent a bill to Governor Brown’s office in the state of California. AB691 allows access to a wide range of digital assets to treat them as if they are tangible assets. Digital Assets is a topic of
Uniform Digital Assets Law Read More »
The Living Planner Advisory Perspective Series presents questions to professionals each month. We provide our readers with this information to help them prepare for meetings with professionals they may consider using to help them plan and prepare for life. This month, it is my pleasure to introduce Andrea Shoup of Shoup Legal. Andrea K. Shoup
The Living Planner Advisory Perspective Series – Shoup Legal Read More »
