Thursday, June 2, 2011
Read my current article in the June 2011 edition of the Journal of Financial Planning entitled The Portable Exemption and the Vanishing Bypass Trust.
Previous Posts
Closing Wealth Transfer Windows
New Book Release - Post-Election Estate Planning Strategies
Southern California's Top Rated Lawyers
Laguna Beach Community Foundation Professional Council Event at LCAD
Do Your Tax Strategies Accommodate the Affordable Care Act?
Top O.C. Attorneys
Appointment to State Bar Estate Planning, Trust & Probate Law Advisory Commission
Definition of Incapacity
Election to Board of Laguna Beach Seniors, Inc.
Tax & Estate Planning Tip #12: Seven Tips for a Worry-Free Retirement
Blog Categories
13 Tax & Estate Planning Tips
Asset Protection
Awards
Charitable Planning
Estate Planning
Estate Planning Documents
Estate Planning Mistakes
Estate Planning Strategies
Estate Taxes
Joint Tenancy
O.C.'s Top Lawyers
Tax Planning
Blog Links
Archived Posts
© 2024 Estate Plan, Inc. | Disclaimer 352 3rd Street, Suite 301, Laguna Beach, CA 92651 | Phone: (949) 497-5056 19200 Von Karman Avenue, Suite 400, Irvine, CA 92612 | Phone: (949) 497-5056 10161 W. Park Run Drive, Suite 150, Las Vegas, NV 89145 | Phone: (949) 497-5056Videos | Resources | Client Forms | Publications | About | Practice Areas | Certified Specialist
--
