The New Estate and Gift Tax Exemption
The big beautiful bill increases and makes permanent the estate and gift tax exemption. No more uncertainty.
The big beautiful bill increases and makes permanent the estate and gift tax exemption. No more uncertainty.
Discover the essentials of California estate planning, including the importance of wills, living trusts, and avoiding probate.
Meet virtually with an attorney you will like, and finally get your California estate plan done.
Should you risk your estate and your family with an estate plan generated by a tech bro app?
Dogs in heaven? What the experts say, and how to include them in your California estate plan.
The impact of clutter on your life and estate planning, and explore reasons to declutter for peace, freedom, and simpler trust administration.
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.
Why a surviving spouse in California should consider filing Form 706 for portability to maximize estate tax benefits and future-proof their legacy.