5 min2023 Estate and Gift Tax Report As described in this article, 2023 marks the highest estate and gift tax exemptions to date.
3 minEliminating Capital Gain on Real Estate Owned By California CouplesIf 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.
3 minHow Do I Choose My Successor Trustee?One of the tasks in creating a trust is designating a successor trustee to carry out your wishes when you can no longer act.
5 minHow 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,...