New clients often ask us: “Why should I do formal minutes for my business? Lots of lawyers don’t bother, and I have been told preparing annual minutes is an unnecessary expense.” Not so!

  In 2014 the federal estate tax will continue to affect only the richest families in America. Under legislation passed by Congress in 2013 about 99.5% of all estates will not owe any federal gift/estate tax.  Because most estate plans

  The above captioned Act was passed by both houses on January 1, 2013, averting the much ballyhooed “fiscal cliff.”  It became law on January 2, 2013. SUMMARY ATRA extends the Bush era tax rates, and provides as follows: INCOME

January 4, 2013 The above captioned Act was passed by both houses on January 1, 2013, averting the much ballyhooed “fiscal cliff.”  It became law on January 2, 2013. SUMMARY – ATRA extends the Bush era tax rates, and provides

Late last year Congress passed the Tax Relief, Unemployment Insurance Re-authorization, and Job Creation Act, (the “Act”) which was signed into law by President Obama on December 17, 2010, reinstating a federal estate tax for tax years 2010 through 2012. 

December 10, 2012 To bring you up to date to the extent we are able to do so, based on the estate tax, gift tax and generation-skipping transfer tax provisions of President Obama’s 2013 budget proposal it will: ESTATE TAX

Be on the lookout for a scam being perpetrated on some of our corporate and limited liability company clients.  A company which calls itself “Business Filings Division -California” is sending out an official-looking notice warning corporations and limited liability companies

Attorney Grant Hardacre is featured in this recent article published on FOX NEWS   Signs Around L.A. Beaches Warn of Looming Tsunami Threat Sunday , April 12, 2009 LOS ANGELES — Like many Californians who put down roots in earthquake

RECORDS RETENTION GUIDELINES I.    STATUTORILY REQUIRED RETENTION PERIODS (by category of documents): (1)    ERISA Records: 6 years after documents were filed or would have been filed but for an exemption Documents to be retained are records on matters required to

  SOME THINGS YOU MAY NOT KNOW  ABOUT THE REVOCABLE LIVING TRUST TABLE OF CONTENTS INTRODUCTION TRUSTS DEATH TAXES PROBATE I.    WILLS OR TRUSTS TO TRANSFER ASSETS? A.    Saving Taxes – Trusts Offer No Tax Advantage Over Wills B.    Avoiding