Do You Need to File a Gift Tax Return?
In 2024, you can gift $18,000 to anyone without incurring a gift tax. If you are married, you ...
PRACTICE AREA
142 articles on
How We Run Our California Estate Planning Law Firm
Before I tell you about the unique way we run our estate planning law firm, let me first say that we are a ...
How to Set Up Your California Estate Plan
If you’re reading this, you already know you need a living trust estate plan to ...
Have Your Parents Done Their Estate Planning?
It's critical that you do your estate planning to protect your family and your assets. An effective estate plan ...
Marley Had an Up To Date and Solid Estate Plan
Of course Marley and Scrooge had a tight estate plan.
Why Leave Your Children an Inheritance?
Why do you leave your children an inheritance?
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Don't Name Your Living Trust as IRA Beneficiary
If you want to name adults as the beneficiaries of your IRA, we recommend you name them individually on your IRA ...
7 Reasons Why a Living Trust is Better Than a Transfer on Death Deed
We've been asked many times lately whether a Transfer on Death Deed can replace a Living Trust. The short answer is ...
A Letter to My Dad's Financial Planner
The following is not an actual letter, but it could be. It reflects the reality and emotions of many people we have ...