The IRS May Be a Friend to Higher Net Worth Taxpayers

The IRS recently proposed regulations and announced increased gift and estate tax exemption amounts that offer significant opportunities for higher net worth taxpayers who want to make large asset gifts to others. Under the Tax Cuts and Jobs Act, the lifetime federal...

New Financial Empowerment For Those With Disabilities

On Tuesday, Dec. 18, California State Treasurer John Chiang hosted a news conference to announce the launch of a new program, CalABLE. This was great news! CalABLE is an innovative state program that will allow individuals with disabilities to open tax-advantaged...

Alzheimer’s Crisis: Hope in Research

We have a major health crisis in our country. It’s called Alzheimer’s disease. Along with other forms of dementia, it is killing hundreds of thousands of Americans every year, heavily burdening our already strained healthcare system, and causing major financial and...

Developmental Disability Survey

Are you a parent of a child with a developmental disability – Autism, Cerebral Palsy, Epilepsy or Intellectual Disability? Or are you an adult with one of these disabilities? If so, you may be interested in a survey being conducted by the Autism Society of...

Terri Hilliard, PC Team Up To Full Strength

We’re proud to announce that we have added some key personnel and our team is now up to full strength. We look forward to helping you with your estate planning, special needs planning and elder and long term care issues. Top Row: Sara Peters, Paralegal Terri...