Tax and financial advice from the Silicon Valley expert.

What should you know about property settlement for a California divorce?

The interview on Financial Insider Weekly to be broadcast in San Jose and Campbell on Fridays, February 3 and 10, is with Mark Erickson, attorney at law.   Our interview subject is “Divorce California Style – property settlement basics.”  The interview will be broadcast at 9:30 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org. You can find broadcast times for other San Francisco Bay Area cities and past episodes at www.financialinsiderweekly.com.

Should a bypass trust be modified?

With recent changes in the Federal estate tax laws, including a current exemption amount of $5,430,000 and portability of the unused exemption of the most recently deceased spouse, many families have bypass trusts that aren't tax efficient. An alternative is to modify the bypass trust to include a general power of appointment in favor of the creditors of the surviving spouse.

Read More

What should you know about California’s real estate reassessment change of ownership rules?

This week’s interview on Financial Insider Weekly is with attorney James V. Quillinan of Hopkins & Carley. Our interview subject is "Tax planning for real estate change of ownership in California".

Read More

Tax and financial advice from the Silicon Valley expert.