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…