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Estate Planning for Young Adults
Turning 18 and graduating from high school can feel like a momentous achievement — and it is! Many young adults are heading off to college or thinking about what their next steps in life will be. It’s a time filled with hope, excitement, and maybe a bit of anxiety as well. You’re on your own and…
Creating a Business Succession Plan
You’ve built up a successful business through years of hard work and dedication, but the time has come to consider whether to pass this business along to your beneficiaries or to choose a successor to carry on with the enterprise. You may be thinking about retirement or facing health challenges that force you to withdraw from…
HOW PROP 19 WILL IMPACT YOUR [...]
The recent passing in California of Proposition 19 (Prop 19 contains two changes in California property tax assessments which can adversely impact your estate plan. Limitations to the Parent-Child tax reassessment Exclusion effective 2/16/2021 The current law provides an exclusion from a property when a parent transfers ownership of a principal residence to a child, without…
Federal Estate Tax Exemption in California [...]
The Tax Cuts and Jobs Act (TCJA) dramatically (but temporarily) increased the exemption level of the estate, gift and generation skipping tax by decreasing taxpayers liable for this tax by over two-thirds. The impact of this Act for the government compared with the $1 million exemption and 55% rate under another estate tax reduction law of…
How to Avoid Probate in California
There’s no question that establishing one’s end of life plans can be uncomfortable. We all know it’s something we should get around to but we tend to put off facing our own mortality, and trust me, you’re not alone. A 2017 survey by Caring.com showed that only 42 percent of U.S. adults had current estate planning…
Second Marriages & Estate Planning in [...]
It’s important to revisit your estate plan each time you pass a major milestone in your life. For instance, having a child, getting remarried, and starting a business are all occasions that call for a review of your estate plan. That way (should worse come to worst), your loved ones will have accurate, up-to-date documents outlining…
What Can an Elder Law Attorney [...]
While estate planning and elder law go hand in hand, making smart legal decisions as a senior citizen goes a lot deeper than setting up a simple will. In fact, elder law attorneys such as myself take on a multifaceted role by helping the elderly population protect their current finances and assets while also preventing future…
How Does The New Tax Law [...]
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. This means no inheritance tax for the heir of an estate of $11.2 million for single persons and $22.4 million for couples (based on the law allowing…
Your will may not be the [...]
Having your end-of-life affairs in order could make your passing easier on your family. Your estate plan should include a variety of information that you wish to provide to your family regarding the distribution of your assets and how to handle specific estate-related tasks. In order to have a complete estate plan, you may need several…
Strategies for high-net-worth estate planning in [...]
A good estate planning formula covers all your bases. Gaining an understanding a few simple concepts can help you build a strategy for estate planning that provides optimal disbursement of funds and protection for your later years. If you are an individual with a high net worth, knowing how your decisions can affect estate taxes, help…
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