Protect Your College Kids
Young California adults need a durable power of attorney, health care directive and HIPAA.
trust administration
Portability - How to Eliminate Estate Tax
Filing estate tax return and electing portability when first spouse dies could eliminate future estate tax if the gift and estate tax exemption drops.
taxes
2022 Gift and Estate Tax Exemption
2022 gift and estate tax exemption and annual gift exclusion. How much can you gift without a gift tax?
estate planning
Living Trust or Will?
If you own a home in California, you'll need a living trust to avoid probate.
estate planning
Be Careful if You Refinance
Keep title of your home in your revocable living trust after you refinance