September 11, 2018
What Does the New Tax Law Mean by Estate Tax Portability?

What Does the New Tax Law Mean by “Estate Tax Portability”?

If you have been following the news surrounding the new tax law, you may have heard the term “estate tax portability”. In short, estate tax portability […]
September 6, 2018
Starting a Family? Start an Estate Plan

Starting a Family? Start an Estate Plan

If you are starting a family by getting married or having children, now is a great time to start an estate plan. Estate planning can protect […]
August 30, 2018
How Will the Gift Tax Impact Your Estate Plan?

How Will the Gift Tax Impact Your Estate Plan?

The federal gift tax affects your estate plan because the amount of your lifetime gifts reduces your estate tax exemption. Your lifetime giving and your estate […]
August 28, 2018
Property Deeds, Property Ownership, and Estate Planning

Property Deeds, Property Ownership, and Estate Planning

During your lifetime, the minutia of property deeds and changing property ownership can seem like insignificant details as long as you get to use the property. […]
August 23, 2018
Choosing the Right Trustee for Your Trust

Choosing the Right Trustee for Your Trust

Choosing the right trustee for your trust takes careful consideration. The trustee will manage any assets you place in trust and will hold a position of […]
August 21, 2018
Is Your Safe Deposit Box Too Safe?

Is Your Safe Deposit Box Too Safe?

A safe deposit box is a great place to keep your valuables secure during your lifetime. Not everyone considers what will happen to the box’s contents […]
August 16, 2018
Reasons to Update Your Estate Plan If You Move to California from Another State

Reasons to Update Your Estate Plan If You Move to California from Another State

If you recently moved to California from another state, take a fresh look at your estate plan. It may be time to make some changes, whether […]
August 14, 2018
Setting Up a Revocable Living Trust

Setting Up a Revocable Living Trust

A revocable living trust allows you to access assets during your lifetime but have those assets pass outside of probate to your beneficiaries after you pass […]

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