California Proposition 19
California Prop 19 eliminates Parent Child Reassessment Exclusion
Blog
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.
2022 Estate and Gift Tax Exemption
2022 gift and estate tax exemption and annual gift exemption.
Revocable Living Trust or Will
If you own a home in California, you'll need a revocable living trust to avoid probate.
Be Careful if You Refinance
Keep title of your home in your revocable living trust after you refinance
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.