Loyalty — What Does It Mean As A Trustee?
Congratulations! You Are NOW A Trustee! When someone approaches you to act as a trustee, usually it is a parent, a son or daughter, a trusted friend, a spouse or…
DetailsAre IRA Cash Distributions Taxable?
TrustCare™ Questions Answered: Is Money Distributed From An IRA Account Taxable? Money that is distributed from an IRA account is taxable income. The only time money from an IRA is…
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Death Tax Repeal Act Of 2015 – What Should You Know?
Once Again, Congress Is At Work To Eliminate The Death Tax That Has Been In Place Since 2013 The Death Tax Repeal Act of 2015, if enacted as it is…
DetailsThree Enormous Planning Missteps That Can Shake Any Family
Failure To Maintain Control Of Health Care Decisions This is the first of the12 Deadly Sins of the Keystone Law Firm Estate Planning seminar. For those who haven’t yet attended…
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Holiday Traditions Are Joyful Emotional Markers—Fun To Do & Pass Along
What Legacy Traditions Are You Sharing With Your Family? Spring holiday traditions may not be as popular or familiar as stockings by the fireplace or menorahs alight on our tables…
DetailsEmail Newsletter Is Back!
What’s New At Keystone Law Firm? As many of your know, our law firm was the “Sirvent Law Firm” before August 1, 2014, when we moved to the new office…
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ABLE Act – New Law For Special Needs Planning
Congress recently passed the ABLE Act, or more formally known as the “Achieving a Better Life Experience Act of 2014.” The Stated Purpose Of This Act Is: (1) To encourage…
Details“Joint Ownership” Can Be A Bad Idea
Have You Heard Of Anyone Putting Their Adult Child On Their Bank Account? Usually it is done with the idea that if something happens to them, the child will have…
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Big News For Sirvent Law Firm
Keystone Law Firm Has A Big Announcement After working closely with John Hagensen, CFS, for the last two years, and since passing the Series 65 exam in July, Francisco and…
DetailsAnnual Gift Tax Exclusion Reduction Proposal
President Obama Has Filed His FY2015 Budget Proposal. This budget includes a significant change to the annual gift exclusion per donor and donee to a yearly cap of $50,000 TOTAL…
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