taxes
Estate Tax and the 2024 Election
This article explains what the estate tax could be after the 2024 election and what it has been in past years.
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taxes
2024 Gift and Estate Tax Exemption
The Estate and Gift Tax Exemption and Annual Gift Exclusion 1997-2024.
estate planning
California Estate Planning Taxes
California estate planning requires an understanding of estate, gift, capital gains, and property taxes.
estate planning
2023 Gift and Estate Tax Exemption
2023 gift and estate tax exemption and annual gift exclusion. How much can you gift without a gift tax?
estate planning
How to Fund Your California Living Trust Checklist
How to transfer your assets to your California Living Trust to avoid probate
trust administration
California Trust Administration Checklist
Checklist of what a trustee should do during trust administration