Protect Your College Kids

Young California adults need a durable power of attorney, health care directive and HIPAA.

Portability - How to Eliminate Estate Tax

Filing estate tax return and electing portability when first spouse dies could eliminate future estate tax if the gift and estate tax exemption drops.

How Much Can You Gift

If you want to make lifetime gifts to your children, you are not limited to $15,000 per person. In 2022, you can gift more than $12M.

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