4th Jun 2013

A basic overview of the Grantor Retained Annuity Trust, commonly known as a GRAT. Dwight Edward Tompkins,Trust and Estates Lawyer, Orange County, California.

U.S. Savings Bonds Going Paperless

By : | Category : Attorney, banks, Estate Planning, Financial Planning, Lawyer, Living Trusts, Orange County, Tax Policy, Video | Comments Off on U.S. Savings Bonds Going Paperless

14th Apr 2012

Did you know that starting this year, paper savings bonds will no longer be sold at banks and other financial institutions?    Series EE and I electronic savings bonds can be purchased in “TreasuryDirect” accounts.  If you currently hold paper … more

The Best “Jobs Bill” May Really Be Trade Reform

By : | Category : Economics, Estate Planning, Estate Taxes, Families, Living Trusts, Orange County, Policy, Tax Policy | Comments Off on The Best “Jobs Bill” May Really Be Trade Reform

17th Sep 2011

Food for thought: “Foreign producers receive subsidies, tax abatements, free buildings, free energy.  They do not pay taxes.  They don’t have to pay Social Security, workman’s comp, disability or health care.  They don’t have to match a 401(k) contribution.  They … more