estate planning

California Estate Planning Taxes

California estate planning requires an understanding of estate, gift, capital gains, and property taxes.

estate planning

California Property Tax

Brief history and status of the California property tax

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?

trust administration

California Trust Administration

If you have a living trust, your trustee must begin the trust administration when you pass away.