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estate planning

estate planning

2023 Gift and Estate Tax Exemption

2023 gift and estate tax exemption and annual gift exclusion. How much can you gift without a gift tax?

estate planning

California Estate Planning

An overview on estate planning. Why to do it. How to do it. When to do it.

estate planning

Heggstad Petition - How to Avoid Probate

If you don't transfer your assets to your living trust, but you have a writing expressing your intent to do so, then your successor trustee can file...

estate planning

Should You Use a Professional Trustee?

Using a Professional Trustee or Fiduciary is a good choice if you don't have family members or friends who can be your successor Trustee

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