Firm News

Posts Tagged ‘estate planning’

What Happens to Your Facebook Account When You Die?

Man touching a hologram icons

Have you realized how much of your valuable personal information is online, pictures especially? We have ancestor history, banking accounts and details, travel logs, blog posts, and photos all available digitally. All of that digital information needs protection and if you don’t take action you might lose that information because your loved ones cannot access it. If you don’t securely save and share your passwords, when you pass away your […]

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Kevin J. Moore Attends NYU’S 78th Institute on Federal Taxation

San Francisco Bay bridge night view

Last week Kevin J. Moore attended the NYU 78th Institute on Federal Taxation in San Francisco. This conference covered the most advanced tax issues, offering participants a clear understanding of the key issues affecting their clients or business and presenting planning ideas that can immediately be used in practice. The Institute also provided the perfect setting to meet practitioners from all around the country. The range of attendees included: attorneys, […]

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Kevin J. Moore Named 2019 Top Attorney By Pasadena Magazine

Pasadena Magazine Top Attorneys 2019 logo

Kevin J. Moore was named 2019 Top Attorney in Pasadena Magazine. The Pasadena Magazine 2019 Top Attorney’s List is based on an online peer review survey sent out to practicing attorneys in the Pasadena area. To be recognized by peers as the leading estate planning attorney in Pasadena is a tremendous honor. Pick up a copy of the March 2019 issue today!

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Kevin J. Moore Attends STEP Orange County Conference

STEP Orange County event

Last week Kevin Moore attended the Step Orange County Conference on tax updates, estate planning, and the world economy. This 2-day event covered the most important domestic and international estate and tax planning opportunities for attorneys, accountants, wealth managers, financial advisors, and life insurance agents, as well as provided insights for corporate trustees, private fiduciaries, and charitable planning consultants. A number of excellent presentations were given on asset protection trusts […]

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Kevin J. Moore Attends USC Gould School of Law 2019 Tax Institute

Kevin Moore & Tony Gronroos at USC Gould Tax Law Institute

The USC Gould School of Law 2019 Tax Institute is essential for tax professionals and Kevin J. Moore was in attendance at the three-day event. Held at the Millennium Biltmore Hotel, over 70 national industry leaders spoke on a range of important topics including updates on the latest corporate taxation, real estate taxation, and estate planning developments. Kevin networked with peers and other tax professionals while earning MCLE credit.

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Ten Wealth Preservation Strategies

Woman covering a plant sitting on stacked coins with her hand

Estate and tax planning — it’s a subject many people like to avoid. That’s often because they think that estate planning is about two topics they’d rather not focus on: death and taxes. For some people, estate and tax planning is about something even more ominous: death, taxes and math. There is, however, another way to look at estate and tax planning. Beyond the details it’s about doing something that […]

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Zye Acuna: Showing Up to “Do the Right Thing”

Zye Acuna Paralegal

Paralegal Zye Acuna discovered her passion for justice at a young age. Somewhere between eight years playing flute in the school band and two years on the drumline in her hometown of Chino Hills, Zye connected with an innate sense of fairness and a deep respect for doing the right thing. A career in the legal field seemed a natural fit for her. With a degree in political science and […]

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When an IRA Trust is a Good Estate Planning Tool

Family bonding in living room

Many of my clients have accumulated substantial assets in an IRA. It is commonly, along with their real estate holdings, one of the largest assets they have in their estate. There are, however, certain issues that arise when the owner of the IRA passes away. Most notably, the assets in an IRA do not pass through a living trust. They pass to the beneficiaries pursuant to the terms of the […]

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Don’t Forget Property Tax Issues When Planning Your Estate

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As a property owner or investor, you know the drill: the tax assessor establishes the value of any property you own at the time of purchase and you are responsible for the taxes based on that assessment. Your property tax rate may go up annually – but not by more than 2% a year thanks to Proposition 13. But what happens when you pass your property on as part of […]

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Ten Wealth Preservation Strategies to Consider

Estate and tax planning — it’s a subject many people like to avoid. That’s often because they think that estate planning is about two topics they’d rather not focus on: death and taxes. For some people, estate and tax planning is about something even more ominous: death, taxes and math. There is, however, another way to look at estate and tax planning. Beyond the details it’s about doing something that to […]

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