San Francisco, CA (Law Firm Newswire) September 28, 2015 – In San Diego, California, attorney Michael Gilfix presented a program on Preventing Elder Financial Abuse on July 16 at a national Symposium. It was the annual conference of Wealth Counsel, a leading estate planning organization that is nationally known and respected. His session was titled…

San Francisco, CA (Law Firm Newswire) August 26, 2015 – With the Supreme Court’s landmark June 26 ruling legalizing gay marriage throughout the United States, same-sex couples should consider what the decision means for their financial and estate planning strategies for the future. Married same-sex couples will now be able to take advantage of all…

Mark Gilfix (Left) and Michael Gilfix (Right) appear on NBC’s “Asian Pacific America with Robert Handa” San Francisco, CA (Law Firm Newswire) May 8, 2015 – Attorneys from Gilfix and La Poll will appear on NBC’s “Asian Pacific America with Robert Handa” this weekend. Michael Gilfix and Mark Gilfix will discuss how best to provide…

Attorney Mark Gilfix on the set of KTVU’s “Bay Area People” Palo Alto, CA (Law Firm Newswire) April 10, 2015 – Attorney Mark Gilfix will appear on the KTVU FOX Channel 2 show, “Bay Area People” to offer insights on key steps parents should follow to plan for their children’s future. The show will air…

Palo Alto, CA (Law Firm Newswire) March 20, 2015 – On April 9, 2015, Gilfix & La Poll Associates will present the 11th Annual Special Needs Trust Seminar, an extraordinary event designed for the family members of special needs individuals. Every year, this two-hour seminar presents the most up-to-date information about special needs trusts. Families…

Mark Gilfix of Gilfix & La Poll Associates LLP Palo Alto, CA (Law Firm Newswire) March 6, 2015 – Saving for retirement is not an easy task, but many middle-income-earning couples do manage to amass a nice nest egg. However, many of these same middle-income couples face an additional financial challenge when one spouse eventually…

Palo Alto, CA (Law Firm Newswire) February 9, 2015 – On January 1, 2015, a new federal law took effect, authorizing states to establish a new kind of tax-favored savings account for some special needs individuals. The Achieving a Better Life Experience (ABLE) Act created an account for special needs individuals that is similar, in…

Palo Alto, CA (Law Firm Newswire) January 30, 2015 – According to estate planning professionals, an increasing number of high-net-worth individuals are limiting how much money they leave to their children. The most famous example of this might be Warren Buffet, who has said publicly that he does not want to leave his children so…

Palo Alto, CA (Law Firm Newswire) January 2, 2015 – A recent article in the Wall Street Journal describes a transformation in estate planning for individuals or couples who have significant assets, but who are not subject to the federal estate tax. With a federal estate tax exemption set at more than $5 million per…

Palo Alto, CA (Law Firm Newswire) November 18, 2014 – Earlier this year, the Supreme Court of the United States reaffirmed that inherited IRA accounts are not protected in bankruptcy as regular retirement accounts are. According to estate planning attorney Michael Gilfix of Gilfix & La Poll, this is just one of the many reasons…