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CA Medi-Cal Asset Limits going to $130,000 for individual and $195,000 as of July 1, 2022 Formerly, applicants to the CA Medi-Cal program were limited to...
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Portability Election now has 5 year window The IRS issued a private letter ruling [Revenue Procedure 2022-32...
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Payments For payment of an invoice for legal services, click here:...
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Can a medical directive arrive in the form of a tattoo? A recent Florida episode proved interesting. http://www.foxnews.com/health/2017/12/01/doctors-taken-aback-by-unconscious-patients-do-not-resuscitate-tattoo.html
LLC Growth Drives Tax Discussions https://www.bloomberg.com/view/articles/2017-11-13/a-gift-from-republicans-to-all-those-llcs-and-lps A great discussion of the history and subsequent...
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Good overview of current tax plan https://www.accountingtoday.com/opinion/2017-tax-reform-proposed-individual-tax-changes-in-the-tax-cuts-and-jobs-act
Trump Tax Plan could drag on through 2018 Election cycle https://www.bloomberg.com/news/articles/2017-11-07/your-guide-to-following-the-u-s-tax-cut-debate-quicktake-q-a Not it quite a lock without Democratic support...
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Trump Tax Plan – Wait & See? https://www.bloomberg.com/news/articles/2017-09-27/trump-plan-s-business-tax-cut-seen-as-major-boon-for-the-top-1 Proposal a “guidepost” for tax writing committees. Plan cuts...
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November 2016 Newsletter
October 2016 Newsletter
EP 401 – Captive Insurance Company Webinar Materials For a link to the materials referred to by Brad...
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EP 101: Sept 23 Fri 12pm Revocable Trust Plans – A B C planning. Powered by Eventbrite
Workshop: Nov 16 Wed 6pm Planning & Caring for Aging Family 3 of 3 – Protecting Aging Family from Others Powered by Eventbrite
Workshop: Oct 19 Wed 6:30pm Planning & Caring for Aging Family 2 of 2 – Protecting aging family from “Self” Powered by Eventbrite
Workshop: Sept 21 Wed 6:30 Protecting Aging Family 1 of 3 – Protecting aging family from the “System of Aging in America” Powered by Eventbrite
EP101: Estate Planning 101 seminar for advisors & clients Oct. 28 Fri 12pm Powered by Eventbrite
September 2016 Newsletter
Text Message – Binding Contract? A recent case in MA exhibits the strong potential for...
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Rising Problem in Nursing Home Care – Eviction When parents enter into long term care facilities, stress and...
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November 2015 – What’s HOT in Estate Planning?
October 2015 Newsletter – IRA Protection Planning
Resources Don Sweet, Esq. AEP Attorney Don Sweet heads the San...
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August 2015 Newsletter – Key Documents for College Bound Children
June 2015 Newsletter – With kids, fair does not have to mean equal
June 30 Seminar Info June 30 Seminar “Introduction to Estate Planning” Location: 181 2nd...
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Join us at Belmont Senior Showcase Attorney Roxanne Jen and Client Case Manager Laura Oliver meeting...
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May 2015 Newsletter – Digital Asset Planning Solutions
April 2015 Newsletter – Charitable Considerations
March 2015 Newsletter – Organize Information for Your Family
February 2015 Newsletter – Blended families and estate planning
January 2015 Newsletter – Trust based asset protection strategies
2015 Important Gifting Numbers from the IRS The IRS released Revenue Procedure 2014-61 establishing taxation thresholds for a...
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Power of the Grantor Trust – IRS issues PLRs on Life Insurance Planning and dread Transfer For Value rules Based upon recent IRS guidance, Grantor Trust status is a...
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House of Oscar De La Renta – Loss of timeless icon provides planning lessons for family business owners and advisors. Business & estate planning impacts much more than just numbers...
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Question: Can I gift my house to my kid? Generally, any property can be transferred inter vivos, or during...
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Business owners who use IRAs as cash reserve may want to consolidate IRAs – IRS to follow Tax Court ruling on IRA one-rollover-per-year rule In Announcement 2014-15 the IRS indicated that it will allow...
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Elder Abuse in San Mateo County – What to look for, who to call & the importance of the Power of Attorney for mom Tonight the Peninsula Estate Planning Council welcomed San Mateo Deputy...
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Protection through Limited Liability Entities Shareholders in C or S corporations or members in LLCs...
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New Client Questionnaire New Client Questionnaire
Protection Planning is like a Seatbelt – Just CLICK IT. When we get into a car, we are required by...
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What is a trust? What is a trust? This is a question that is...
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September Newsletter Below, please find the Rodnunsky & Associates September Newsletter. Button...
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August 2014 Newsletter The August 2014 Newsletter is here. Click below to download...
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What is a trust? What is a trust? This is a question that is...
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September 15 Tax Time good check-in for Corporate Formalities Having utilized a 6 month extension in April 2014, many...
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Buy Sell Planning – Simple Cross-Purchase and Entity Purchase Arrangement Planning with Life Insurance Buy Sell plans typically come in 1 of 2 flavors...
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Estate Planning for Families with Children Families with young children often ask what is the basic,...
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