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2025 Estate and Gift Tax Report
Pleasanton estate planning attorney explains estate and gift tax rules and considerations for 2025. Keeping step with recent years since...
7 min read
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2023 Estate and Gift Tax Report
As described in this article, 2023 marks the highest estate and gift tax exemptions to date.
5 min read
143 views


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...
4 min read
129 views


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...
3 min read
18 views


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...
3 min read
8 views


Estate Planning Review for 2019
Your estate plan has a big impact on your finances and should be considered as important as your investment portfolio, says Wealth...
4 min read
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