Linda VargaFeb 25, 20204 minAmending Your Trust to Take Full Advantage of the Estate Tax Exemption & Eliminate Capital Gains.A simple trust amendment allowing for a “QTIP” election could save a Trust's beneficiaries significant amounts in capital gains.
Linda M. VargaMay 28, 20193 minThree Signs You Need to Update Your Estate PlanNeglected estate plans not only jeopardize a clients’ estate planning wishes but may also negatively impact their loved ones, not to mention
Henry J. Moravec IIIMay 27, 20194 minEstate Planning for the Non-Citizen Non-ResidentWhen their U.S. citizen children were advised that each parent was only entitled to a $60,000 estate tax exemption and that the estate would
Henry J. Moravec IIIAug 7, 20184 minReducing Capital Gains TaxIn this new era of a significantly increased estate tax exclusion (over $11 million per person) and the option to elect “portability,”[1]...
Linda M. VargaJul 30, 20183 minCould Your Children Be Missing Out on Your Property Tax Exemption?Often a client wishes for one or more of his children to receive the family home or other real property as part of their inheritance,...
Henry J. Moravec IIIApr 9, 20183 minThe $11.2 Million Dollar Estate Tax Exemption and what it means for you.The biggest change in 2018 to the Trusts & Estate law is the ballooning estate tax exemption. From 2017 to 2018 the exemption doubled...
Linda M. VargaMar 11, 20183 minCalifornia Estate Planning for Digital AssetsWhat happens to your Facebook account when you die? What about any money you left in your iTunes account? Or the pictures and other files yo
Henry J. Moravec IIIMay 28, 20163 minWhat happens when real property is only listed on a Schedule to a Trust and no Deed is signed? AfterA recent California Court of Appeal decision, Carne v. Worthington (4/13/16), shows how disputes over trusts can happen if one is not...
