Category Archives: Tax and estate planning

Does a Will Cover Everything I Own?

Does a Will Cover Everything I Own? No. Generally speaking, your will affects only those assets that are titled in your name at your death. Those assets that are not affected by your will include Life insurance. The cash proceeds … Continue reading

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What’s your income tax obligation on sale of your home? You should know and not be surprised at tax time.

You should know the amount of your income tax obligation on sale of your home and not be surprised at tax time. Continue reading

Posted in Home selling, Home Selling and income taxation, Home selling guide, Tax and estate planning | Tagged , , , , , , , , , , , , , , , , , , , , , | Leave a comment

California Legislature Considers New Tax on Homeowners – SB 391

California Legislature Considers New Tax on Homeowners – SB 391 Continue reading

Posted in California home selling, California property taxes, California real estate, California real estate law, Tax and estate planning | Tagged , , , , , , , , , , , , , , , | Leave a comment

If You’re Rich, Watch Out for Greedy Heirs and Sharp Objects This Year

If You’re Rich, Watch Out for Greedy Heirs and Sharp Objects This Year Continue reading

Posted in faith and values, Tax and estate planning, U.S. estate tax, Watch out for greedy heirs | Tagged , , , , , | Leave a comment