Eliminating Capital Gain on Real Estate Owned By California Couples
If you hold real estate in Joint Tenancy with a spouse, and the survivor of you sells a property after a death, you'll be over taxed.
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- 2 min
Trusts and the Above 200k Income Problem
Tips on avoiding proposed taxes on income over $200,000 for trusts that that are taxed separately from the trust's grantor/creator.
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- 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.
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- 7 min
Estate Planning After the Secure Act
The Secure Act significantly alters the way retirement accounts can be used for estate planning. Several steps should be considered or taken
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- 3 min
Discussing Estate Planning Over Thanksgiving
Thanksgiving offers a unique opportunity to discuss estate planning with family. Here are some tips for starting a successful conversation.
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- 3 min
Questions on Estate Planning with Real Estate
People who own real estate do their heirs a big favor by getting their estate planning in order. Having clear intentions laid out in a...
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- 3 min
Reasons for a Spendthrift Trust? Think Asset Protection.
Any good estate planning attorney knows that protecting your children from frittering away an inheritance is one of the main reasons for...
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- 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...
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- 3 min
Beneficiary Designation Mistakes to Avoid
Many people don’t understand that their will (or trust) doesn’t always control all of their assets. Some of a person’s assets pass by...
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- 3 min
Providing Children with an Unequal Inheritance
When it comes to estate planning with wills and trusts, fair does not always mean equal. Sometimes parents have good reasons for wanting...
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- 3 min
Top 3 Reasons to Have a Living Trust
There are many reasons to have a Living Trust. Living trusts (also called revocable trusts and revocable living trusts) are a great...
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- 3 min
Inheritance Trusts Protect Children and Give You Control
Inheritance trusts are used to maintain some level of control in how assets of any size are passed on to and used by another person...
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- 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...
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- 3 min
What are the 3 “Must Have” Estate Planning Documents?
What important estate planning documents does a person need? Estate planning attorneys (such as the author) are the best qualified to...
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- 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...
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- 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)....
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- 3 min
Should I Have a Trust?
Trusts are often associated with the very wealthy, who want to pass on their wealth to future heirs. However, there are many good reasons...
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- 3 min
Can I Disinherit a Family Member?
This is never a decision to be made lightly, but we do live in a world where families aren’t always as perfect as their holiday cards....
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What If My Parents’ Executor (or Trustee) Won’t Sell Their Home When They Die?
It’s common when both parents die, that they leave their home to their children. However, what happens when the sibling, who’s the...
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Using Life Insurance in Estate Planning
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...
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