The ever-evolving complexity of our federal and state tax laws makes estate planning increasingly important. We listen carefully to each client’s goals regarding the disposition of their property, then assist them in tailoring an estate plan while minimizing – where possible – estate, gift, and other taxes on the transfer of property.
Some clients need only basic wills and powers of attorney for property management and health care. Other clients benefit from the added flexibility and convenience of revocable living trusts in which to hold their property. Still other clients need advanced estate-planning tools to address their needs.
Recent Estate Planning Articles
- Estate Planning Defined—How can a Successor Custodian of an UTMA Account be Appointed?
- Estate Planning Defined – What are the Current Rules regarding the Taxation of Gifts?
- Estate Planning Defined – Can The Trustee of a Continuing Trust Who is Also The Beneficiary Withdraw Trust Principal?
- Estate Planning Defined – What are the “Pros” and “Cons” of “Transmuting” Property Owned by a Married Couple in California?
- Estate Planning Defined – What Is Community Property?
- Estate Planning Defined – What Is an “Estate Plan”? (Part 3 of 3)
- Estate Planning Defined – What Is an “Estate Plan”? (Part 2 of 3)
- Estate Planning Defined – What Is an “Estate Plan”? (Part 1 of 3)