retirement planning

  • Advance Health Care Directives: The Quality of Life Saver

    Chris Jones

    In 2000, the California legislature passed the Health Care Decisions Law which allows an individual to create an Advance Health Care Directive. This document is a type of power of attorney in which a person grants authority to another individual to act on their behalf in making health care decisions.

  • Avoiding Capital Gains Taxes

    Chris Jones

    One of the primary goals of estate planning is to minimize the costs associated with wealth transfer, including court costs and taxes. While most people associate estate taxes with estate planning, we must also consider how to minimize or avoid both property and income taxes. Proper planning makes more of your assets available for your care during your lifetime, and for your beneficiaries at your death.

  • Can it be Trashed Now? Tax Record Retention Guidelines

    Chris Jones

    Paper, paper and still more paper!

    When can these documents be destroyed? We get questions about tax backup documentation from clients often.  To assist you, we provide some ideas to carefully consider when deciding about destruction of any documents.

  • Understanding Federal Estate Taxes

    Chris Jones

    Federal and state taxes are important factors to consider when administrating a trust, going through probate court, or in any stage of the estate planning process. Taxes are so important that even the idea of an estate exists largely for taxation purposes. After all, as the name implies, only the “taxable estate” is subject to taxation after death. For your estate to survive the probate process intact, you must understand your taxable estate and how to protect it.

Practice Areas And Regions Served

Rogers, Sheffield & Campbell, LLP primarily serves individuals, families and businesses up and down California's Central Coast and North Los Angeles County, including many Santa Barbara, San Luis Obispo, and Ventura County communities.

Our experienced legal team includes business lawyers, real estate lawyers, tax lawyers, estate planning lawyers and civil litigation lawyers. Our areas of legal practice expertise include Business Law, Entity Formation, Real Estate Law, Tax Law, Estate Planning, Wills, Trusts, Probate, Wine Law, Vineyard Law, Civil Litigation and Alternative Dispute Resolution.

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