Fiscal Cliff Fallout

/ By: Stephanie A. Lord, Estate Planning Attorney

Category: Estate Planning, Taxes

The question of whether or not the United States was going to fall over the “fiscal cliff” dominated the news in the weeks and days leading up to the new year. If we would have...

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Answering a Common Tax Question

/ By: Stephanie A. Lord, Estate Planning Attorney

Category: Estate Planning, Taxes

People often ask San Diego estate planning lawyers about the taxes that must be paid when gifts are given. A common question involves reporting a cash gift as income when you are filing your tax...

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TWO TRUSTS TO CONSIDER

/ By: Stephanie A. Lord, Estate Planning Attorney

Category: General

  Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type...

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Taxes

/ By: Stephanie A. Lord, Estate Planning Attorney

Category: Estate Planning, Taxes

Congress did it! The Bush tax cuts have been extended, which means that no one should get a tax increase come Jan 1st..In fact, if you’re working, your social security withholding will be decreased (but...

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Tax Update

/ By: Stephanie A. Lord, Estate Planning Attorney

Category: Taxes

The Obama-Republican tax deal (an extension of the Bush tax cuts) have enough votes in the Senate. Even better, it includes a $5 million estate tax exemption and 35% tax on the excess. But, like...

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Taxes

/ By: Stephanie A. Lord, Estate Planning Attorney

Category: General

President Obama and the Republicans agreed today to extend the Bush tax cuts for all and to set the estate tax exemption amount at $5 million. Now the Democrats have to be convinced. Extending jobless...

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Three Common Retirement Investment Errors

/ By: Stephanie A. Lord, Estate Planning Attorney

Category: Retirement Planning

When you create a financial plan for your retirement, saving is essential, but investing your savings is equally significant. As your retirement plan takes form, watch out for these common investment errors. Not Diversifying Diversifying...

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