Estates & Trusts

Proposition 19? Step up in basis? What are these and will they affect me?

February 9, 2021 | Estates & Trusts, Income Tax, Industry News

With the passage of Proposition 19 and the change of administration in the White House, there is a lot of confusion about real property transfers,.

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Proposition 19 Goes Into Effect February 16, 2021

January 19, 2021 | Estates & Trusts, Income Tax, Industry News

Proposition 19 goes into effect on February 16, 2021 and the favorable property tax reassessment terms for gifts from parents to children are going to.

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Estate Planning Through the Years

January 27, 2020 | Estates & Trusts, Firm News

  Virtually everyone needs an estate plan, but it isn’t a one-size-fits-all proposition. Even though each person’s situation is unique, general guidelines can be drawn.

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2019 IRA Contributions Can Still Be Made

January 8, 2020 | Estates & Trusts, Firm News, Income Tax

2019 IRA contributions can be made until the tax filing deadline of April 15, 2020. Good news, the contribution limit increased in 2019 by $500 to $6000.

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Are you worried about your financial plan?

May 7, 2019 | Estates & Trusts, Firm News, Other

  Do I have enough to retire?   Am I on track with meeting my financial goals?   Are my investments aligned with my aspirations?.

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The stretch IRA: A simple yet powerful estate planning tool

October 25, 2017 | Estates & Trusts, Firm News, Income Tax

The IRA’s value as a retirement planning tool is well known: IRA assets compound on a tax-deferred (or, in the case of a Roth IRA,.

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Have you properly funded your revocable trust?

October 11, 2017 | Estates & Trusts, Firm News, Income Tax, Service Areas

If your estate plan includes a revocable trust — also known as a “living” trust — it’s critical to ensure that the trust is properly.

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Asset valuations and your estate plan go hand in hand

June 7, 2017 | Estates & Trusts, Income Tax, Industry News

If your estate plan calls for making noncash gifts in trust or outright to beneficiaries, you need to know the values of those gifts and.

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Worried about challenges to your estate plan? Make it no contest

May 30, 2017 | Estates & Trusts, Firm News

Estate planning is all about protecting your family and ensuring that your wealth is distributed according to your wishes. So the idea that someone might.

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Acquaint Yourself With The Roth IRA As An Estate Planning Tool

April 26, 2017 | Estates & Trusts, Industry News

A Roth IRA can be a valuable estate planning tool, offering the opportunity for tax-free growth as long as it exists and requiring no distributions.

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