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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
    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
    What Happens to My Mortgage When I Die?
    • 2 min

    What Happens to My Mortgage When I Die?

    When a family member inherits a deceased person's home, they typically have rights and options relating to the existing mortgage.
    420 views
    You've Signed Your Trust, Now What?
    • 5 min

    You've Signed Your Trust, Now What?

    It is critical that your assets be properly integrated with your living trust. Here's how to do it.
    489 views
    Discussing Estate Planning Over Thanksgiving
    • 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.
    12 views
    Beneficiary Designation Mistakes to Avoid
    • 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...
    11 views
    Estate Planning for New Parents
    • 2 min

    Estate Planning for New Parents

    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...
    4 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
    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
    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
    Six Common Estate Planning Mistakes That You Can Avoid
    • 3 min

    Six Common Estate Planning Mistakes That You Can Avoid

    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...
    8 views
    Using Life Insurance in Estate Planning
    • 2 min

    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...
    7 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

    Thanks for reaching out! We'll be in touch shortly. 

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