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Category: Estate Tax & Gift

Return home Estate Tax & Gift

Category: Estate Tax & Gift

Matters to review when gifting to grandchildren for graduation

Matters to Review When Gifting to Grandchildren for Graduation

Posted on June 1, 2022
Do you have grandchildren graduating this summer? Are you financially stable and want to make gifts for your graduates? In this blog, OC Wills & Trust Attorneys will explain estate planning gifting strategies and address the tax and legal issues of making significant gifts. When Do You Want to Make the Gift? When making...
Matters to Review When Gifting to Grandchildren for Graduation Continue reading…

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

Posted on October 1, 2021
Have you heard about the estate tax bill Senator Bernie Sanders proposed to Congress back in March of this year? While it hasn’t passed yet, if it does, it will go into effect at the end of the year and can have substantial impacts for many Americans. The serious changes proposed by...
What You Need to Know About the Bernie Sanders Estate Tax Bill Continue reading…
attorney explaining the estate tax exemption to a couple

How Can the Portability of the Estate Tax Exemption Impact You?

Posted on June 17, 2021
Estate planning involves an overlap with many different types of law. For instance, tax law can be a prominent component of estate planning. While not all states have an estate tax, there is still the federal estate tax to consider. Without proper planning, more sizeable estates risk losing a significant amount...
How Can the Portability of the Estate Tax Exemption Impact You? Continue reading…

Using a 529 Savings Plan in Your Estate Plan

Posted on March 17, 2021
Have you ever heard of a 529 savings plan? If so, you probably heard that it can be a great way to save for a child’s or a grandchild’s educational expenses. The name for this tax-advantaged investment vehicle comes from the Internal Revenue Code section that authorizes them. 529 savings plan provides...
Using a 529 Savings Plan in Your Estate Plan Continue reading…

How Should Your Estate Plan Change in Response to Trump’s Tax Plan?

Posted on October 16, 2017
 

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....

How Should Your Estate Plan Change in Response to Trump’s Tax Plan? Continue reading…

Proving The Old Adage Right

Posted on March 3, 2017
 

“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...

Proving The Old Adage Right Continue reading…

Living In A Tax Deduction

Posted on February 27, 2017
 

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...

Living In A Tax Deduction Continue reading…

Want To Avoid Estate Taxes? Take A Cue From Santa And Start Gifting

Posted on December 26, 2016

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...

Want To Avoid Estate Taxes? Take A Cue From Santa And Start Gifting Continue reading…

Estate Planning Lessons from Joan Rivers

Posted on September 23, 2014
Many of us like to make an entrance.  But, some of us, like recently passed Joan Rivers, want to make an exit.  When referring to an exit, we mean a final exit, or a funeral.  Rivers wanted her funeral to be Hollywood affair. She wanted a flashy, star-studded event, a...
Estate Planning Lessons from Joan Rivers Continue reading…

2013 Estate Tax & Gift Update

Posted on January 18, 2013
Once you’re worth more than a certain amount, your estate will have to pay estate taxes upon your death. Under the 2010 tax law, each spouse can transfer up to $5 million tax-free during life or at death. The tax rate for amounts transferred over the exemption was 35%. If Congress had not acted, the...
2013 Estate Tax & Gift Update Continue reading…

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Return home OC Wills & Trust Attorneys
Irvine  949-288-3598 Huntington Beach  714-844-0427 Anaheim  949-989-4955
  • Home
  • Practice Areas
    • Estate Planning
    • Estate Tax Planning
    • Trusts and Estate Planning
    • How to Avoid Medi-Cal Estate Recovery
    • Securing Your Children’s Future
    • Special Needs Trusts
  • About Us
    • Our Estate Planning Process
    • Meet Our Team
    • Testimonials
    • Huntington Beach Location
  • FAQs
    • Estate Planning 101 & Trusts FAQs
    • Estate Tax Planning FAQs
    • Non-Traditional Families FAQs
  • Resources
    • Articles & Publications
    • Forms
    • Past Workshop Hosts
    • Free Health Care Directive Webinar
    • The Advisor’s Role in Estate Planning
  • Blog
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  • Home
  • Practice Areas
    • Estate Planning
    • Estate Tax Planning
    • Trusts and Estate Planning
    • How to Avoid Medi-Cal Estate Recovery
    • Securing Your Children’s Future
    • Special Needs Trusts
  • About Us
    • Our Estate Planning Process
    • Meet Our Team
    • Testimonials
    • Huntington Beach Location
  • FAQs
    • Estate Planning 101 & Trusts FAQs
    • Estate Tax Planning FAQs
    • Non-Traditional Families FAQs
  • Resources
    • Articles & Publications
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    • Past Workshop Hosts
    • Free Health Care Directive Webinar
    • The Advisor’s Role in Estate Planning
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