spouse

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 […]
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 […]
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 […]
October 11, 2018
Can Your Spouse Inherit If You Are Separated?

Can Your Spouse Inherit If You Are Separated?

If you are separated from your spouse, it could impact who inherits your estate. The law in California says that depending on the circumstances, your spouse […]

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