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Where There's A Will, There's A Way — Celebrity Estate Missteps

Posted on: February 13th, 2018
Other than being famous, what do Abraham Lincoln, Martin Luther King, Jr., Jimi Hendrix, Pablo Picasso, James Dean, Howard Hughes, Michael Jackson, Heath Ledger, and Prince have in common? They all left significant estates behind them, but either had no Will or estate plan in place or if they did they “flubbed” it up leaving their loved ones unprotected. The missteps caused unintended consequences, public disclosure of private matters, enormous family strife and costing their heirs dearly in court and legal fees as well as delay....

Autism Resource Guide

Posted on: February 7th, 2018
If you have a child affected by Autism, there is a terrific resource you may benefit from right here in Ventura County. It is the Autism Society of Ventura County — founded in 1994 by local parents, educators and professionals to help support newly-diagnosed families and develop needed local resources. First known as the Ventura County Autism Society (VCAS), the organization is a non-profit chapter of the Autism Society of America....

How Will the Tax Law Impact Seniors and Persons with Disabilities?

Posted on: January 25th, 2018
Retirees, most of whom are on relatively fixed incomes, are probably the most concerned about what the new tax law will mean for them. But, generally, they will be less affected than others because the changes do not affect how Social Security and investment income are taxed. In fact, many will benefit from the doubling of the standard deduction and, with the new individual tax brackets and rates, will be paying less in taxes when they file their tax returns in April, 2019. (Most of the changes will apply to 2018 income, not 2017 income.) ...

Carí Jackson Lewis Joins Haven Hills Board

Posted on: January 23rd, 2018
​We are pleased to announce that our very own Carí Jackson Lewis, Esq. has been appointed to the Haven Hills, Inc. board of directors, which oversees the non-profit organization’s efforts to help victims of domestic violence....

Four Questions CPAs Should Ask Clients When Planning For The New Year

Posted on: January 22nd, 2018
CPAs are a vital part of a client’s team of trusted advisors. CPAs can work with estate planning professionals to help clients achieve both their short- and long-term financial, estate and charitable planning, as well as compliance and governance needs. Here are four estate planning questions that CPAs should ask clients when approaching their financial planning for the New Year: ...

Top Four Estate Planning Tips For 2018

Posted on: December 18th, 2017
With the New Year, many of us will feel as if we are starting off with a clean slate and a whole list of things we want to accomplish. High on that agenda should be taking care of some basics, including reviewing current estate planning documents, planning for retirement and aging, financial planning, and insurance planning....
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