Family Business Tax-Saving Moves in the COVID-19 Era
Many family businesses have been adversely affected by the novel coronavirus (COVID-19) pandemic. But there's a silver lining: Proactive tax planning […]
Guardianship: Planning For Your Children’s Best Interests
The novel coronavirus (COVID-19) pandemic has made many parents even more anxious about their children's welfare than usual. Children may be […]
COVID-19 Response: Three Developments from Washington
By: Thomson Reuters, AmeriEstate Legal Plan, Inc. The coronavirus (COVID-19) pandemic has resulted in sweeping changes for individuals and businesses around […]
AmeriEstate: Take on Trust
We are all about celebrating life here in Costa Mesa. But tending to our end-of-life affairs? Um, raincheck! It’s hard enough […]
New Spending Law Contains Holiday Surprises
On December 20, 2019, President Trump signed into law the annual government spending package, which includes amendments to the tax law, […]
What Type of Living Trust Should I Have?
One of the key goals of estate and Trust planning is to avoid federal estate taxes.
Take Time to Review Your Retirement Savings Strategy
While you're considering health care benefits options during your “open enrollment” period, you should also take stock of your retirement savings […]
Get Real: New ID Requirements for U.S. Travel
Soon you may not be able to pass through security checkpoints at your local airport using your current form of identification, […]
Exploring the Cashless Movement in Retail
Cash as a form of legal tender isn't yet as obsolete as 8-track tapes and VCRs. But it's definitely less popular […]
Sticker Shock: How Much Does a College Degree Cost?
“Many families are uninformed about the cost of attending college,” claims a recent study by the National Center for Education Statistics, […]