Apr 9, 2018 | Estate Planning
The new tax laws increased the estate, gift, and generation-skipping transfer (GST) exemptions to $11.2 million in 2018. The annual gift exclusion has been increased to $15,000 in 2018. It is still very important to plan even with the new tax laws. The tax laws...
Dec 22, 2017 | Estate Planning
While the typical holiday get-together includes great food, a gathering of those we love the most, and festivity, it’s also a perfect time to discuss Estate Planning. Chances are, the members of your family are all present, which provides an opportune moment for...
Dec 10, 2017 | Estate Planning
https://youtu.be/Vi_IUce_YUU It is very common for clients to come to me regarding their estate plans when they have blended family issues. Blended families are not only the result of divorce. Many individuals live longer now and may want to remarry if they outlive...
Oct 12, 2017 | Business Tax Information, Estate Planning
Owning a business allows many freedoms and possibilities, but it also comes with a sense of responsibility to protect your future, your family, your net worth, and your estate. If you are a business owner, it’s in your best interest to perform your due diligence when...
Aug 28, 2017 | Estate Planning, Trusts
While irrevocable trusts tend to make some grantors uneasy, as they associate an irrevocable trust with words such as irreversible, final, and unalterable, the truth is, it is possible in some instances to revoke an irrevocable trust. Cases to Support an Irrevocable...
Jul 24, 2017 | Estate Planning, Trusts
https://www.youtube.com/watch?v=d3aO7hnIDZE In California, a will can be revoked by a new will that specifically revokes the old one, or by destroying the will by physical act. A physical act can include burning, tearing, canceling, obliterating or destroying the...
