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Los Angeles Probate, Estate & Tax Blog
Recent developments in Probate, Estate and Tax Law.
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Are Estate Planning Fees Deductible in California?
Estate planning involves various costs, including legal fees, financial advice, and administrative expenses. If you’re creating or...
What Is Portability in California Estate Planning? A Complete Guide
Estate planning involves a variety of strategies to help individuals and families protect their wealth and ensure a smooth transfer of...
California Estate Planning: How to Maximize Benefits for Your Family
Estate planning is essential for Californians who want to protect their assets, provide for their loved ones, and minimize the impact of...
Trusts in California and Their Tax Implications Explained
Trusts are a powerful tool in estate planning, offering benefits such as asset protection, probate avoidance, and control over how your...
A Comprehensive Guide to Avoiding Mistakes in California Estate Planning
Estate planning is one of the most important steps you can take to protect your family, assets, and legacy. In California, where probate...
Guide To Spousal Undue Influence in California Probate and Estate Planning
Estate planning is an essential process that allows individuals to control how their assets are distributed after they pass away....
High Estate Tax Exemption to Sunset In 2026
Estate tax exemption sunset 2026 The current tax law in the United States includes provisions for estate and gift taxes, which come into...
The Importance of Estate Planning for Unmarried Couples: Steps to Take Now
Estate Planning for Cohabitating Couples Estate planning is an essential tool for everyone, but it takes on particular importance for...
Amending Your Trust to Take Full Advantage of the Estate Tax Exemption & Eliminate Capital Gains.
For decades, the standard structure of a revocable trust for a Married Couple in California called for the establishment of an...
Congress Passes The SECURE Act: How It Impacts the Beneficiaries of Your Retirement Account
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed by Congress and signed into law in late 2019, represents...
Three Signs You Need to Update Your Estate Plan
Neglected estate plans not only jeopardize a clients’ estate planning wishes but may also negatively impact their loved ones, not to mention
Estate Planning for the Non-Citizen Non-Resident
Understand key estate planning strategies for non-citizen, non-resident individuals. Learn how U.S. estate tax laws apply and how to protect your global assets.
How to Reduce Capital Gains Tax
In this new era of a significantly increased estate tax exclusion (over $11 million per person) and the option to elect “portability,”[1]...
Could Your Children Be Missing Out on Your Property Tax Exemption in California?
Property Tax Exemptions Often a client wishes for one or more of his children to receive the family home or other real property as part...
The $11.2 Million Dollar Estate Tax Exemption and what it means for you.
The biggest change in 2018 to the Trusts & Estates law is the ballooning estate tax exemption. From 2017 to 2018, the exemption doubled...
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