Estate Planning Blog

Estate Planning, Finance, Living Trust, Tax Advice

Unpacking the Proposed Estate Tax Changes

In the past few weeks, it’s likely that you’ve seen attention-grabbing headlines like these: Wealthy may…
Estate Planning, Finance, Living Trust

There Should Be Nothing Cryptic About Cryptocurrency In An Estate Plan

Cryptocurrencies have a more prominent role in estate planning than they did a decade ago.…
Estate Planning, Living Trust, Tax Advice

Death and Taxes

Death and Taxes are two certainties in life. When they collide, the results can be…
Estate Planning, Living Trust

Prop 19 – the Good, the Bad and the Ugly

Prop 19 passed with a very narrow margin in California and is bringing major changes…
Estate Planning, Living Trust

How Prop 19 Changes Parent to Child Transfers

Under Prop 19, the parent to child reassessment exclusion no longer applies unless it is…
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