Roth IRA Conversion Limit Repealed
May 06, 2010
If you have a traditional IRA, you might benefit from converting it to a Roth IRA. Formerly there were stringent income limitations on conversion, but they were repealed for 2010. Annual Roth IRA con...
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California Advance Health Care Directives Now Registered with Secretary of State
May 06, 2010
Sign an Advance Health Care Directive Everyone should have an Advance Health Care Directive that designates your agent to act on your behalf if you are unable to do so. The agent can then consent to ...
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Transfers to Service Providers Limited in California
May 06, 2010
California law restricts gifts to service providers. If you have a gift in your will or trust to anyone that worked for you, such as an accountant, caregiver, doctor or even a friend that drove you to...
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California State Controller Has Billions in Unclaimed Property
Apr 07, 2010
How to Contact the California State Controller You should search for the California State Controller's web site. The actual site is http://www.scoweb.sco.ca.gov/ucp.
Many elderly or deceased clients...
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