2023 Estate and Gift Tax Report
As described in this article, 2023 marks the highest estate and gift tax exemptions to date.
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- 3 min
Eliminating Capital Gain on Real Estate Owned By California Couples
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.
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- 3 min
How 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.
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- 3 min
Estate Planning Documents for Children Over 18
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.
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- 5 min
How Can Life Insurance Be Used In Estate Planning?
Life insurance is a great tool for estate planning. However, there are nuances that sometimes get overlooked which, if left unchecked,...
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- 4 min
The Flexible Estate Tax Planning Trust
"In this world, nothing is certain except death and taxes." - Benjamin Franklin When it comes to estate taxes (otherwise referred to as...
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- 2 min
Trusts and the Above 200k Income Problem
Tips on avoiding proposed taxes on income over $200,000 for trusts that that are taxed separately from the trust's grantor/creator.
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- 2 min
Estate Tax Reform Missing from Current Plan
Instead of focusing on estate tax reform, or the "billionaire tax," the current focus proposes increased taxes on incomes over 10 million.
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- 2 min
Here We Go Again - Estate Tax Exemption May Be Reduced Come Next Year
Bill provisions reduce the Estate Tax Exemption from $11.7 Million down to $5 Million adjusted for inflation. effective next year.
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- 2 min
Bills to Repeal Stepped-Up Basis
Discussion of the potential loss of the step-up in basis and resulting planning strategies.
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- 4 min
Who Should Have a Copy of My Trust?
Here are four simple and practical tips to lay a proper foundation for future accessibility and use of your living trust based estate plan.
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- 3 min
How Biden's New Proposed Tax Plan Affects Estate Planning
Biden's American Families Plan did not include provisions to expand estate taxes, and instead focused on capital gains.
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- 2 min
What Happens to My Mortgage When I Die?
When a family member inherits a deceased person's home, they typically have rights and options relating to the existing mortgage.
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- 5 min
You've Signed Your Trust, Now What?
It is critical that your assets be properly integrated with your living trust. Here's how to do it.
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- 3 min
Moving Over 55? The Silver Lining of Prop 19
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...
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- 3 min
How Prop 19 Changes Estate Planning
Prop 19 has significantly narrowed the parent-child exclusion. Consider Making Transfers of California Real Estate by February 15, 2021.
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- 4 min
Election Result Could Warrant Making Gifts Now Instead of at Death
People are eager to look into ways to gift away assets now, taking advantage of the current gift and estate tax exemption.
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- 4 min
New Law Increases Asset Protection for California Homeowners
California law allows homeowners to protect a certain amount of equity in their homes from if they are sued or file for bankruptcy....
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- 7 min
Can a Living Trust be Electronically Signed and Remotely Notarized?
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...
2,652 views
- 5 min
Choosing Successor Trustees
Choosing successor Trustees is one of the key decisions made when establishing a Living Trust. Consider these factors to choose wisely.
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