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.
2 minTrusts and the Above 200k Income ProblemTips on avoiding proposed taxes on income over $200,000 for trusts that that are taxed separately from the trust's grantor/creator.
3 minHow 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.
7 minEstate Planning After the Secure ActThe Secure Act significantly alters the way retirement accounts can be used for estate planning. Several steps should be considered or taken