Pleasanton estate planning attorney explains estate and gift tax rules and considerations for 2025. Keeping step with recent years since...

As described in this article, 2023 marks the highest estate and gift tax exemptions to date.

Life insurance is a great tool for estate planning. However, there are nuances that sometimes get overlooked which, if left unchecked,...

Discussion of the potential loss of the step-up in basis and resulting planning strategies.

Biden's American Families Plan did not include provisions to expand estate taxes, and instead focused on capital gains.

When a family member inherits a deceased person's home, they typically have rights and options relating to the existing mortgage.

It is critical that your assets be properly integrated with your living trust. Here's how to do it.

Thanksgiving offers a unique opportunity to discuss estate planning with family. Here are some tips for starting a successful conversation.

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...

Estate planning is something new parents need to put at the top of their must do list. I know you may be sleep-deprived, overwhelmed, and...

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

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...

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)....

The number one estate planning mistake is failing to have or to update an estate plan, says the Times Herald in the article “Top six...

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...