Legal News
Tax Attorney’s Tips To Minimize Taxes
January 1, 2012Capital Gains Tax on Appreciated Assets Although the housing market has declined or leveled off for most of San Diego County,…
Read MoreTake Control Of Your Home With A Living Trust
October 1, 2011Many people believe that Living Trusts are only for the wealthy and “Trust fund” children/grandchildren. Living Trusts can be designed for…
Read MoreTransmutation Agreement Updates
January 1, 2009We Must update all Transmutation Agreements for updated assets and portfolios. If you have signed a Transmutation Agreement, send us a…
Read MoreBeware Of Annuity Salesmen Who Pose As “Living Trust Consultants”
April 30, 2008Beware of unscrupulous annuity salesmen who pose as “Living Trust Consultants” who use the Trust as a hook to sell you…
Read MoreIRA Alert: Vanguard Beneficiary Designation Policy Change
April 30, 2008If you have an IRA with Vanguard be aware that it is changing their beneficiary designation policy in September 2008. It…
Read MoreMedical Alert: MRI And MRA Advisory
April 30, 2008If you are advised to have an MRI or MRA by your doctor, you must determine if gadolinium will be utilized….
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