Deana La Barbera
Quarantine Special - Estate Plan
Now that you've cleaned out your refrigerator and closets, what about that Estate Plan you've been putting off for years! Let's get it...
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Deana La Barbera
It's all in the name....Part 1
Joint Accounts: Title "the name" to a bank account tells the bank who receives the balance of the account when a joint owner dies. So,...
Deana La Barbera
Did you know...
If your house goes through probate in California, the probate fees are calculated on a percentage of the entire fair market value of the...
Deana La Barbera
Did you know....
In California, if you own Real Estate (like a house) and die without it being in a Trust...your heirs will almost certainly have to open...
Deana La Barbera
Did you know....
If you die without an estate plan, your children will inherit their portion of your estate as soon as they turn 18 (all of it at one...
Deana La Barbera
Procrastination in Estate Planning
We all procrastinate for different reasons. The most common comment I receive from my estate planning clients when I deliver their new...
Deana La Barbera
SEC's OCIE Reveals 2019 Priorities
Just before the federal government shutdown, the U.S. Securities and Exchange Commission’s Office of Compliance Inspections and...
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AVVO - Helps people find a lawyer
Avvo: /Ah · voh/ Avvo was founded in Seattle, Washington by tech-savvy lawyer Mark Britton to make legal easier and help people find a...
Deana La Barbera
Get out of jail free for dormant Corps & LLCs
Great news for those who set up a corporation or LLC in California and then never did anything with it other than accrue taxes, penalties...
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SEC Proposes Regulation “Best Interest”
On April 18, 2018, the SEC proposed a package of rulemakings and interpretations designed to enhance the quality and transparency of...
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FINRA and Nasdaq Propose New Trade Reporting Facility
On April 20, 2018, the SEC published for comment a FINRA proposal to adopt rules relating to the establishment of a second Trade...
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