August 2015 Newsletter – Key Documents for College Bound Children
June 30 Seminar “Introduction to Estate Planning” Location: 181 2nd Ave., Suite 218, San Mateo, CA 94401 Time: 6pm Please...
Attorney Roxanne Jen and Client Case Manager Laura Oliver meeting and greeting at Belmont Senior Showcase! Roxanne Jen, Esq., and...
The IRS released Revenue Procedure 2014-61 establishing taxation thresholds for a number of transaction types. In estate and gift tax planning,...
Based upon recent IRS guidance, Grantor Trust status is a powerful tool in providing estate planning flexibility. An oft used...
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