TOPIC

taxes

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 Probate

California probate is complicated, time consuming and very expensive. A typical California probate could take 18 months and cost over $30,000 -...

estate planning

California Proposition 19

California Prop 19 eliminates Parent Child Reassessment Exclusion but Expands Base Year Value Transfer

trust administration

Portability - How to Eliminate Estate Tax

Filing estate tax return and electing portability when first spouse dies could eliminate future estate tax if the gift and estate tax exemption drops.

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