2023 Estate and Gift Tax Report




- 3 min
Eliminating Capital Gain on Real Estate Owned By California Couples


- 3 min
How Do I Choose My Successor Trustee?


- 5 min
How Can Life Insurance Be Used In Estate Planning?


- 2 min
Trusts and the Above 200k Income Problem


- 4 min
Who Should Have a Copy of My Trust?


- 7 min
Can a Living Trust be Electronically Signed and Remotely Notarized?


- 5 min
Choosing Successor Trustees


- 4 min
Living Trusts and Refinancing


- 8 min
The Shift to Virtual Estate Planning


- 6 min
How Much Does a Living Trust Cost?


- 5 min
Signing Estate Planning Documents During COVID-19


- 4 min
Thinking About Estate Planning Lately? You're Not Alone


- 7 min
Estate Planning After the Secure Act


- 3 min
Discussing Estate Planning Over Thanksgiving


- 2 min
Living Will vs Living Trust


- 3 min
No-Contest Clauses in California


- 3 min
Differences Between a Will and a Living Trust


- 3 min
Estate Planning for Second Marriages (and Beyond)


- 2 min
How Do Living Trusts Work?