McNeil Lozano Law, PC

05/14/2024

Good checklist of estate planning considerations that may be beneficial.
Contact [email protected] to schedule a consultation.

Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money.

08/25/2023

Excited to be a part of this interactive presentation where we will discuss work-life balance...highlighting valuable practices that will support a happy and high performing life!

      Navigating Work-Life Challenges in Your Practice with Grace   Tuesday, September 5, 12:30 pm - 1:30 pm Pacific via ZOOM   Register to Attend BHBA members attend all CLE webinars for free. There

08/04/2023

It was an honor and pleasure being interviewed by Matias Baker Masucci on his podcast, The Probate Realtor Show.

Enjoy!: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430?i=1000623195902

03/11/2022

Ever evolving interpretations of the Secure Act...

If you inherited an IRA in 2020 or later, watch out because the rules have changed—again.

11/12/2021

An L.A. judge has terminated the 13-year arrangement less than six months after the singer shared emotional testimony in court and hired attorney Mathew Rosengart.

09/16/2021

While no one can offer a comprehensive summary or analysis of what these 881 pages of proposed new laws entail, we can cover many primary changes, points of confusion, and also the effective dates provided in this proposed legislation.

11/09/2020

A couple could shield nearly $24 million from federal estate and gift tax in 2021, compared to just $10 million in 2011, $4 million in 2008 and $2 million 2003.

03/04/2020

The key issue will be tax brackets.

12/17/2019

The most important provision of the SECURE Act – removal of the stretch RMD provisions – is a tax revenue generator, meaning a tax hike on many Americans.