The Dignified Aging Toolbox
By Laura Nichols, J.D. Most of us would agree with the late Andy Rooney: the idea of living a long life appeals to everyone, but the idea of…
Parisa Weiss Joins La Jolla YMCA Board of Advisors
Congratulations to Parisa Weiss for being elected to serve a three-year term on the La Jolla YMCA’s Board of Advisors. Since 1964, the La…
August 16th, 2018 | Categories: Estate Planning & Administration
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Portability Offers New Opportunities for Tax Savings in Estate Planning
By James Siegel and Rebecca Van Loon In 2013, the estate tax and gift tax rates increased to 40% and the federal estate and gift tax exemption…