- Helping you plan for your family's tomorrow at every stage of your life.
There are some people in California who would grumble about the Federal estate tax, but all California residents should be thankful that the State of California phased out its State estate tax in 2005. Unlike California, seventeen states and the … Continue reading
This year and next, a decedent can transfer his or her Personal Federal Estate Tax Exemption to his or her spouse. This power to transfer, often referred to “spousal portability,” allows couples to protect a significantly larger chunk of their … Continue reading
With the economy the way it is these days, most baby boomers are not expecting to receive a windfall. But investigations at the Center for Retirement Research at Boston College indicate that, as the parents of the sandwich generation pass … Continue reading
Some of my clients have questions about transferring assets outside of probate by putting their heirs on the deed or title to property. Although this may work for some clients in some situations, we need to be very careful about … Continue reading
Last week, President Obama ordered the Department of Justice to stop defending the Defense of Marriage Act, the Federal law banning recognition of same-sex marriages. However, for the time being, same-sex married couples should not change their estate plans or … Continue reading