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    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
    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
    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
    Estate Planning Attorney Advises Against Shortcuts
    • 3 min

    Estate Planning Attorney Advises Against Shortcuts

    The estate planning attorney is familiar with this gentleman’s plan to avoid the “courtroom mumbo jumbo” described in the article “Estate...
    8 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
    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
    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

    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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