5 min2023 Estate and Gift Tax Report As described in this article, 2023 marks the highest estate and gift tax exemptions to date.
3 minEliminating Capital Gain on Real Estate Owned By California CouplesIf you hold real estate in Joint Tenancy with a spouse, and the survivor of you sells a property after a death, you'll be over taxed.
3 minHow Do I Choose My Successor Trustee?One of the tasks in creating a trust is designating a successor trustee to carry out your wishes when you can no longer act.
3 minEstate Planning Documents for Children Over 18Recommended steps to get a basic estate planning foundation in place for a child over 18, so parents can still be involved and help them.