August 30, 2018
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 […]
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September 6, 2018
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
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
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 […]