Blog

Trick or Treat at the IRS: New Ruling on Bitcoins

By Jennifer Cowan | Oct 4, 2014

Fall is in the air. I so fondly remember October with young kids: sketching designs for pumpkins, planning costumes, the excitement of the costume parade at their school. The all-consuming desire for ever more candy. The various negotiations post-Halloween regarding how much candy was an appropriate amount and who would be the judge of that.…

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Keep Your Estate Planning Documents Up-to-Date

By Jennifer Cowan | Sep 2, 2014

September! It’s back to school time. For those of us who aren’t driving kids to school the increased traffic gives us some extra time for thinking in the morning. (I know, I’m reaching here!) Something to consider: are your estate planning documents current? One of the biggest issues I see in my practice is outdated…

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Accessing Digital Assets

By Jennifer Cowan | Aug 1, 2014

Hello! It’s August, the last month of the summer for most of us. Last week I visited the Francis Ford Coppola Winery in Sonoma: we rented a small cabana and lounged around the beautiful pool. What a treat! Lying there I couldn’t help but notice how many people were on their cellphones or tablets. We…

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Advance Health Care Directives

By Jennifer Cowan | Jul 1, 2014

July is a great month for taking extra days off and just enjoying the natural beauty of Marin County. And I always look forward to the Marin County Fair and fireworks! Last month I discussed the legal documents recommended for transferring assets at death and the difference between a will and a trust. This month…

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Will or Trust?

By Jennifer Cowan | Jun 4, 2014

It’s June! My youngest son graduates from middle school this month so it is an exciting time for our family. Congratulations to everyone out there moving up a year and to all those who have provided support along the way. One way we provide for our family is to have current, up-to-date estate planning documents.…

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2013 Tax News

By Jennifer Cowan | May 1, 2014

It’s May! Hopefully everyone has survived the April 15th tax filing deadline. If you can stand it, here is a bit more tax news: 2013 was a year of big changes to the federal estate tax laws. There were changes to both the amount you can leave at your death free of estate tax and who is entitled to take…

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April News

By Jennifer Cowan | Apr 10, 2014

This month I’d like to talk about selecting a successor trustee for your revocable trust. Remember, your successor trustee takes over when you are incapacitated OR after your death.  Naming a successor to step into your shoes is an important decision and one I always spend some time on with my clients. A good successor trustee…

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