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    How Can Life Insurance Be Used In Estate Planning?
    • 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,...
    36 views
    The Flexible Estate Tax Planning Trust
    • 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...
    47 views
    Estate Tax Reform Missing from Current Plan
    • 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.
    29 views
    Here We Go Again - Estate Tax Exemption May Be Reduced Come Next Year
    • 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.
    53 views
    Bills to Repeal Stepped-Up Basis
    • 2 min

    Bills to Repeal Stepped-Up Basis

    Discussion of the potential loss of the step-up in basis and resulting planning strategies.
    61 views
    How Biden's New Proposed Tax Plan Affects Estate Planning
    • 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.
    317 views
    Election Result Could Warrant Making Gifts Now Instead of at Death
    • 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.
    258 views
    Proposed California State Estate Tax Fails
    • 1 min

    Proposed California State Estate Tax Fails

    Although many thought is would pass, Senate Bill 378 will not be appearing on the 2020 ballot. There are currently no California Death...
    186 views
    Advanced Estate Planning with Lifetime Gifts
    • 3 min

    Advanced Estate Planning with Lifetime Gifts

    There are a number of estate planning strategies that can help preserve your assets, promote the transfer of wealth, and lessen the tax...
    12 views
    Using Portability in Estate Planning
    • 2 min

    Using Portability in Estate Planning

    When one spouse dies, it is generally recommended that the surviving spouse consider filing an Estate Tax return to elect portability.
    33 views
    Farmers, Don’t Make These Five Estate Planning Mistakes
    • 3 min

    Farmers, Don’t Make These Five Estate Planning Mistakes

    Estate planning for farmers and ranchers can involve many pitfalls for the unwary. First mistake: some farmers think they don’t have to...
    15 views
    California Estate Tax May Reach 2020 Ballot
    • 2 min

    California Estate Tax May Reach 2020 Ballot

    Estate taxes have been less and less of a concern due to the steadily increasing exemption, which is currently $11.4 million per...
    40 views
    Talk to an Estate Planning Attorney About Tax Cut Act
    • 3 min

    Talk to an Estate Planning Attorney About Tax Cut Act

    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...
    5 views
    Is This the Golden Age of Tax-Free Gift Giving?
    • 2 min

    Is This the Golden Age of Tax-Free Gift Giving?

    There’s a time limit on the current opportunity for tax-free giving. It expires after tax year 2025 (unless Congress alters the...
    11 views
    What is an Irrevocable Life Insurance Trust?
    • 2 min

    What is an Irrevocable Life Insurance Trust?

    As part of an overall estate planning strategy, says JD Supra in the article “Estate Planning: The Irrevocable Life Insurance Trust,” an...
    13 views
    How to Incorporate Charitable Giving into an Estate Plan
    • 2 min

    How to Incorporate Charitable Giving into an Estate Plan

    When looking into charitable giving, it can easily become overwhelming. Talking to an experienced estate planning attorney can help make...
    10 views
    No Estate Taxes? You May Still Need Life Insurance
    • 3 min

    No Estate Taxes? You May Still Need Life Insurance

    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...
    5 views
    Should I Create My Will Online?
    • 3 min

    Should I Create My Will Online?

    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...
    5 views
    Top 3 Reasons for Business Succession Planning
    • 2 min

    Top 3 Reasons for Business Succession Planning

    The San Antonio Business Journal’s recent article, “Plan your exit even if you never plan to leave your business,” explains that many...
    5 views
    Why Do I Need an Estate Plan?
    • 3 min

    Why Do I Need an Estate Plan?

    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)....
    9 views
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    Contact Us

    You will speak to or hear back from Brian personally.

    Address

    4695 Chabot Drive, Suite 200
    Pleasanton, CA 94588

    Contacts

    (925) 400-7753
    brian@quallslawfirm.com

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