Although many thought is would pass, Senate Bill 378 will not be appearing on the 2020 ballot. There are currently no California Death Taxes payable by a Cal...

There are a number of estate planning strategies that can help preserve your assets, promote the transfer of wealth, and lessen the tax burden on you and you...

Let’s address the elephant in the room: the word “estate” in planning doesn’t have anything to do with the size of your home. It simply refers to a person’s ...

Estate planning for farmers and ranchers can involve many pitfalls for the unwary. First mistake: some farmers think they don’t have to do anything because t...

Life insurance is great tool for estate planning. However, there are nuances that sometimes get overlooked. WTOP’s recent article, “4 questions to ask to max...

Estate taxes have been less and less of a concern due to the steadily increasing exemption, which is currently $11.4 million per individual and $22.8 million...

Estate planning attorneys advise meeting about how the Tax Cuts and Jobs Act could affect your taxes. If you haven’t had a talk with your estate planning att...

There’s a time limit on the current opportunity for tax-free giving. It expires after tax year 2025 (unless Congress alters the expiration date). The sooner ...

As part of an overall estate planning strategy, says JD Supra in the article “Estate Planning: The Irrevocable Life Insurance Trust,” an Irrevocable Life Ins...

When looking into charitable giving, it can easily become overwhelming. Talking to an experienced estate planning attorney can help make this a simple part o...

Increases in the estate tax exemption (up to $11.4 million per person as of the date of this writing) has an impact on how some people are thinking about lif...

More than 50% of Americans don’t have a will, according to a 2017 survey by Caring.com. A U.S. News & World Report’s article asks “Should You Make a Free Wil...

The San Antonio Business Journal’s recent article, “Plan your exit even if you never plan to leave your business,” explains that many owners think it’s okay ...

Estate planning is fairly easy to do. That said, it is also very easy not to do (as evidenced by the statistics on the subject). Therefore, it is helpful to ...

Your estate plan has a big impact on your finances and should be considered as important as your investment portfolio, says Wealth Management in the recent a...

I’m a huge believer in life insurance. For me personally, being properly insured is a top priority, and I suggest the same to many of my clients, particularl...