taxes (2)

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.

taxes

2022 Gift and Estate Tax Exemption

2022 gift and estate tax exemption and annual gift exclusion. How much can you gift without a gift tax?