As described in this article, 2023 marks the highest estate and gift tax exemptions to date.

If 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.

One of the tasks in creating a trust is designating a successor trustee to carry out your wishes when you can no longer act.

Recommended steps to get a basic estate planning foundation in place for a child over 18, so parents can still be involved and help them.

Life insurance is a great tool for estate planning. However, there are nuances that sometimes get overlooked which, if left unchecked,...

"In this world, nothing is certain except death and taxes." - Benjamin Franklin When it comes to estate taxes (otherwise referred to as...

Tips on avoiding proposed taxes on income over $200,000 for trusts that that are taxed separately from the trust's grantor/creator.

Instead of focusing on estate tax reform, or the "billionaire tax," the current focus proposes increased taxes on incomes over 10 million.

Bill provisions reduce the Estate Tax Exemption from $11.7 Million down to $5 Million adjusted for inflation. effective next year.

Discussion of the potential loss of the step-up in basis and resulting planning strategies.

Here are four simple and practical tips to lay a proper foundation for future accessibility and use of your living trust based estate plan.

Biden's American Families Plan did not include provisions to expand estate taxes, and instead focused on capital gains.

When a family member inherits a deceased person's home, they typically have rights and options relating to the existing mortgage.

It is critical that your assets be properly integrated with your living trust. Here's how to do it.

There has been a lot of talk lately about estate planning with California real estate after the passage of Prop 19, with the focus being...

Prop 19 has significantly narrowed the parent-child exclusion. Consider Making Transfers of California Real Estate by February 15, 2021.

People are eager to look into ways to gift away assets now, taking advantage of the current gift and estate tax exemption.

California law allows homeowners to protect a certain amount of equity in their homes from if they are sued or file for bankruptcy....

The COVID 19 pandemic has created a perfect storm. On one hand, the demand for trust and estate planning has surged. It seems as though...

Choosing successor Trustees is one of the key decisions made when establishing a Living Trust. Consider these factors to choose wisely.