I know, tax stuff is boring, unless you are having to pay taxes you shouldn’t.  So, today, I’m going to address a great tax benefit of property passing through estates, and why you don’t want to lose that benefit.  We…

Regardless of whether you use Revocable Living Trusts, Wills, and Powers of Attorney to accomplish your estate planning, a key decision is who to trust to make your financial and medical decisions. The person who makes your medical decisions is…

Dual income couples often keep their finances separate.  Separate bank accounts, separate investment accounts, separately titled cars, and almost anything else other than the homestead.  Are these separately-titled properties separate property of the respective spouses? The hallmark rule of community…

Would you self-diagnose your own medical problem?  Sometimes as a self-help form of estate planning, family members will deed their property to their family, sometimes as a right of survivorship deed, an enhanced life estate deed (a ladybird deed), or…

Congress has actually passed an infrastructure Act — The Infrastructure and Investment and Jobs Act “IIJA” and is working on a second spending bill titled the Build Back Better Act (“BBBA”), passed by the House and pending in the Senate. …

Britney Spears, as almost everyone knows, had been under “conservatorship” in California.  What does that mean?  Do not try to make me understand California “law”, but if Britney was a Texan, we wouldn’t call it conservatorship. We would call it…

House and Senate Democrats are working with the Biden administration to pass legislation to fund their infrastructure initiatives, including wide-ranging social programs, and tax legislation to pay for those programs, at least in part.  The House Ways and Means Committee…