notebook with trust and estate planning

Estate Planning: Your Guide to See-Through Trusts

You are working hard - building wealth, utilizing retirement accounts, and maybe already talking with financial advisors. You have a clear path to the goals you set for yourself long ago - even if they may have changed a bit as life ebbs and flows. So, what happens next? We hear a lot about planning for retirement, but estate planning ...
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Understanding How the 99.5% Act Affects You

On March 25, 2021, Senator Bernie Sanders and Senator Sheldon Whitehouse introduced the “For the 99.5 Percent Act” (referred to in this blog as the “99.5% Act”), a piece of legislation that would change federal estate and gift taxes. Here are the highlights you need to know: Reduces the federal estate tax exemption from $11.7 million to $3.5 million Reduces ...
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Post-Election Tax Strategies

Now that tax season is wrapping up, we can all take a deep breath. With the pandemic looming over all of us in 2020, change has become the only thing we can consistently count on these days ...
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The Importance of a Business Succession Plan

It’s often difficult for us to think of the future as individuals, and even harder to think about it in terms of our larger counterparts, such as the businesses that we own and run. This is particularly true if it involves planning for the worst possible outcomes in our future, such as unexpected retirement, potential disability, or untimely death. When ...
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The Investigation and Disciplinary Process of the Professional Conduct Program

Well-run capital markets pair capital investors with those seeking to invest assets in profitable ventures. Highly efficient capital markets, in turn, give numerous benefits to those providing the investment capital, opening the floodgates for a variety of ethical decisions. The choice between right and wrong is not always crystal clear. Financial complexities can stump even the most well-intentioned investment professionals ...
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What to Look For in a Guardian For Your Child

Have you considered who will take on the guardianship role for your children or family members with special needs if something happens to you? ...
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All About White-Collar Crimes

When a person hears the word “crime,” images of bank robberies or people being mugged in dark alleys easily come to mind. But violent crime isn’t the only form of crime. Crimes committed by business and government professionals with the intention of gaining a financial advantage, property, or services, without using violent means, is known as white-collar crime. These wrongdoings ...
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New Year’s Resolution Estate Planning!

It’s the new year and with that comes new goals! Usually, people vow to get in better shape or to save money for something big. However, we tend to start off strong and have no follow-through. Creating an estate plan is a lot like getting into better shape. We all know we should do it, but most of us never ...
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The Proposition That Passed With Only 51.4%

Did you follow the results of the vote on the Propositions that were on the November Ballot? ...
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Changes to Estate Planning Due to Proposition 19

In November’s recent election, California passed Proposition 19 (Prop 19), which has changed two important California property tax assessments that could have a lasting impact on your estate planning ...
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NOTE: The information contained herein is not intended to be legal advice and the reader should know that no Attorney-Client relationship or privilege is formed by the posting or reading of this article which is also not intended to solicit business.

Cristian R. Arrieta, Lowthorp Richards McMillan Miller & Templeman, A Professional Corporation, 300 E. Esplanade Drive Suite 850, Oxnard, CA 93036