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Blog Archives: January 2018 — December 2018

Understanding Withholdings on Real Estate Sales

September 18, 2018
  When did withholding start for California residents? The withholding law applies to dispositions of California real estate by both residents and non-residents which close on and after January 1, 2003. Previously, withholding was only required of non-resident sellers. Why was this withholding law enacted? As part of attempting to balance the state budget, this withholding provision was added to legislation on the last day of the Legislative session in 2002. It was estimated to accelerate collection of $285 million in ...

My Estate Plan or Trust Is Old, is that a Problem?

September 10, 2018
Recent tax law changes also allow me to make many older trusts simpler and easier to use.  If you have a trust older than 2010 than has not been reviewed since now is a good time for a check-up. Here are 5 things to consider about your older Trust or Estate Plan: Are your Asset Schedules up to date? Any Estate Plan or Trust that is more than a few years old almost always has an out-of-date Asset Schedule. Did you buy or sell real estate?  Receive an inheritance? Cash out or purchase stocks or other investments? Life Insurance...?

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