Revenue Ruling 2023-2 changed step-up basis rules for irrevocable grantor trusts. How to mitigate the tax implications.
Learn how asset protection trusts in living trusts can safeguard your children's inheritance from divorce and lawsuits.
Don't jam it up. Effective strategies for naming beneficiaries of your retirement plans to ensure a smooth transition for your loved ones.
Will your parent's estate plan work?
Four years later and California's Prop 19 is still with us.
Why a surviving spouse in California should consider filing Form 706 for portability to maximize estate tax benefits and future-proof their legacy.
Learn how California's AB 2016 simplifies probate for small estates but why a living trust still offers the best protection for your assets and heirs.
How potential changes to federal estate tax laws under the Trump administration could impact California families and their estate planning strategies.
Trump’s proposed tax plan aims to extend current estate and gift tax exemptions.