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Author Archives: adminWho was Cecil Rhodes?July 22, 2010 – 5:11 pm
When Pat Haden was named as the new Athletic Director at USC this week, I was reminded that he was a Rhodes Scholar. We all know that makes him impressive, but do we know why? This is a prime example of why I love the internet. Within seconds of entering a search, I was The Debate on Estate Tax ContinuesMay 28, 2010 – 1:28 pm
As seen in the article below by “Congress Daily,” a resolution for the estate tax predicament is in major jeopardy. In short, this means that the estate tax exemption will be $1 Million in 2011 and anything over that exemption amount will be taxed at a 55% rate upon death. In the state of California, First Annual Dock Party at the Long Beach Grand PrixMay 3, 2010 – 5:00 pm
We are pleased to announce our First Annual Dock Party was a success. A great day had by all. Great weather…great people…great food and, most importantly, great festivities! We can hardly wait for next year! Here are some pictures from our fabulous day. To those that could not make it out, we hope to see Estate Taxes in 2010February 3, 2010 – 2:21 pm
The looming question over the past few years has been, “What will Congress do about estate taxes beyond the 2010 repeal?” Many predictions have been thrown around. The more popular one being that the repeal would continue while others felt the exemption level would stay at $3.5 Million. Now that we’re in 2010, who ended Real Estate Taxes & Domestic PartnersJanuary 17, 2008 – 4:50 pm
Were your real estate taxes increased because of a transfer of property to your registered Domestic Partner? If so, you may be entitled to have that tax increase reversed. You must apply for the reversal on or before June 30, 2009. Contact your county assessor to obtain the appropriate form. Welcome to our Blog!November 27, 2007 – 8:29 pm
Our primary goal of this blog is to make better connections and enhance communications with our clients, colleagues, and friends. In pursuit of this goal, we feel that a blog will help us provide the resources and insight necessary to provoke discussion, make informed decisions, and set better expectations when addressing your estate planning needs. 
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