The Shrinking Gift Tax Exemption: Going, Going, Gone!

Now that the year 2021 is quickly becoming a distant memory, it is time to write or update your financial ...
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Your Parents’ Estate Plan and How it Impacts You

Impact on Workload There are several ways in which your parents, or indeed, any family member's estate plan impacts you ...
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4 Ways to Avoid the Estate Tax for High Net Worth Families

Many high net worth individuals have worked very hard to accumulate wealth and build something of value that they can ...
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5 Tips to Avoid Probate

It may be a difficult subject to navigate, but when it comes to estate planning, there are certain steps you ...
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woman doing taxes

How the Proposed Tax Increase Reform May Affect You

During the week of September 12th this year, news began circulating of President Biden’s proposed tax increase to offset up ...
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man standing with sky chalk board

All About a Business Succession Plan

As a business owner, you know that change is inevitable. From team members and company growth to overhead costs, consumer ...
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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 ...
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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 ...
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man crunching numbers

Post-Election Tax Strategies

Now that tax season is wrapping up, we can all take a deep breath. With the pandemic looming over all ...
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planting seeds

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 ...
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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