
Category: Estate Tax & Gift

What You Need to Know About the Bernie Sanders Estate Tax Bill

How Can the Portability of the Estate Tax Exemption Impact You?
Using a 529 Savings Plan in Your Estate Plan
How Should Your Estate Plan Change in Response to Trump’s Tax Plan?
President Trump and the GOP have unveiled a potential tax reform plan that could impact your estate plan. Any Californian with an estate plan in place, or those who have put off estate planning, should take the time now to fortify their estate plan in the face of potential tax changes....
Proving The Old Adage Right
“In this world nothing can be said to be certain, except death and taxes.” -Benjamin Franklin
Truer words have never been spoken, and it is the intersection of these two certainties that leads to many a headache and oftentimes heartache. Working with an experienced attorney can help ensure that all the taxes...
Living In A Tax Deduction
You have probably heard about how Hugh Hefner sold the Playboy Mansion but retained the right to live there until he dies. And you might have read that Zsa Zsa Gabor did something similar since to her famous estate, leaving her (ninth) husband, Frédéric Prinz von Anhalt, homeless when she died. But...
Want To Avoid Estate Taxes? Take A Cue From Santa And Start Gifting
The holiday season is upon us and 2017 is right around the corner. In all of the holiday hustle and bustle it is easy to forget or skip a few items on your to-do list. One thing you should be sure to get done before the end of the year if you...