Understanding the capital gains tax when selling your California home, including federal and state tax, step-up basis, and California withholding tax.
California's joint ownership rules are complicated and could trigger an increased property tax.
If you are giving to charity, give your RMD, and reduce your taxable income.
When you should file a gift tax return (IRS Form 709).
The Estate and Gift Tax Exemption and Annual Gift Exclusion 1997-2024.
You may need to amend your living trust if it has a bypass trust provision
2023 gift and estate tax exemption and annual gift exclusion. How much can you gift without a gift tax?
California probate is complicated, time consuming and very expensive. A typical California probate could take 18 months and cost over $30,000 -...