taxes
California Joint Tenancy and Property Tax
California's joint ownership rules are complicated and could trigger an increased property tax.
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taxes
taxes
Using a QCD Can Ghost Your RMD
If you are giving to charity, give your RMD, and reduce your taxable income.
estate planning
Do You Need to File a Gift Tax Return?
When you should file a gift tax return (IRS Form 709).
taxes
2024 Gift and Estate Tax Exemption
The Estate and Gift Tax Exemption and Annual Gift Exclusion 1997-2024.
estate planning
Beware of the Bypass Trust in Your Living Trust
You may need to amend your living trust if it has a bypass trust provision
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 -...
taxes
New IRS Regulation Allows 5 Years to Elect Portability
The IRS just issued Revenue Procedure 2022-32, which allows a surviving spouse to elect "portability." Read on to find out what this means for you.