Living Trust Consult

Oct 22, 2019 – Dec 31, 2019

If you are considering a living trust, the initial consultation is free.

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Is the Federal Death Tax dead? For most of the population, currently the answer is yes. In 2019, an individual can pass away with less $11.4 Million dollars and not have a penny of Estate Tax levied against the estate. If needed, that amount is doubled ($22.8 Million) for a married couple prov...

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Due to the Tax Cuts and Jobs Act, Provision 11011, Section 199A, certain pass-through business income qualifies for a 20% deduction on your 2018 tax return.

There are two exceptions:

1) If you are a Specified Service Trade of Business (certain types of businesses where the principal asset is ...

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8100 La Mesa Boulevard #200
La Mesa, CA 91942

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Tue:9:00 AM – 5:00 PM
Wed:9:00 AM – 5:00 PM
Thu:9:00 AM – 5:00 PM
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