- 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