Good News!! As of January 1st, of 2018, the estate tax exemption threshold was effectively doubled for estate gift and generation-skipping inheritance taxes for tax years 2018 - 1025.
SERVING OCEANSIDE, CARLSBAD, & NORTH COUNTY SAN DIEGO
Over the past 30 years, I’ve worked with a lot of families just like yours. Well, I take that back. While my experience has definitely provided me with the competence to take on your needs with ease, there really isn’t another family like yours. You’re one-of-a-kind, and what works for everyone else might not work for you. That’s why I take great pride in working closely with you to make sure I understand the ins and outs. From your finances to family dynamic, there’s a lot to consider that can influence your plans. My job is to get it all laid out on the table so I can guide you in the right direction. As a result, the needs of you and your loved ones are taken care of.