2023 Estate and Gift Tax Report




- 3 min
Eliminating Capital Gain on Real Estate Owned By California Couples


- 3 min
How Do I Choose My Successor Trustee?


- 3 min
Estate Planning Documents for Children Over 18


- 5 min
How Can Life Insurance Be Used In Estate Planning?


- 4 min
The Flexible Estate Tax Planning Trust


- 2 min
Trusts and the Above 200k Income Problem


- 2 min
Estate Tax Reform Missing from Current Plan


- 2 min
Here We Go Again - Estate Tax Exemption May Be Reduced Come Next Year


- 4 min
Who Should Have a Copy of My Trust?


- 3 min
How Biden's New Proposed Tax Plan Affects Estate Planning


- 2 min
What Happens to My Mortgage When I Die?


- 5 min
You've Signed Your Trust, Now What?


- 3 min
Moving Over 55? The Silver Lining of Prop 19


- 3 min
How Prop 19 Changes Estate Planning


- 4 min
Election Result Could Warrant Making Gifts Now Instead of at Death


- 4 min
New Law Increases Asset Protection for California Homeowners


- 7 min
Can a Living Trust be Electronically Signed and Remotely Notarized?


- 5 min
Choosing Successor Trustees


- 4 min
Living Trusts and Refinancing