24th Jan 2017

One of the best pieces of news in recent years is the federal tax exemption of $5.34 million per person and indexed to inflation made permanent. This means, for 2014, as much as $5.34 million of a person’s estate will … more

16th Aug 2016

Suze Orman, an author and personal finance guru once said, “Estate planning is an important and everlasting gift you can give your family. And setting up a smooth inheritance isn’t as hard as you might think.” As important as it … more

New Estate Tax Laws Heading Our Way in 2013

By : | Category : California, estate laws, estate planning laws, Law, Orange County | Comments Off on New Estate Tax Laws Heading Our Way in 2013

10th Dec 2012

There are changes to the estate tax code coming in 2013, therefore right now is the best time to take advantage of some of the most advantageous estate tax benefits that exist now which may never exist again.   This blog … more