Estate Taxes and Simple Ways to Minimize Them

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13th Aug 2018

Since 1982, California State abolished estate taxes. However, you still need to make provision for the future in terms of keeping taxes down, should the state decide to re-implement these laws. It is important to note that you should be … more

3rd Oct 2014

The financial state of a significant number of elderly people is not very good. Statistics show that a lot more people aged 65 or older are filing for bankruptcy. The increase in bankruptcy filing by people aged between 65 and … more

30th Sep 2014

What’s often overlooked is the way in which estate planning for same sex couples can be considerably more difficult than what’s considered conventional. If you take for example the situation in Texas wherein same sex marriage is not recognized by … more

29th Sep 2014

Dwight Edward Tompkins,Estate Planning Attorney,Orange, California.

20th Mar 2014

Here are five reasons you need a living trust:1.  Your assets will go directly to your beneficiaries — bypassing the lengthy and expensive probate process, especially here in California. 2.  A trust is private and will not become public record … more

7th Mar 2014

Presented by: Dwight Edward Tompkins,Estate Planning Lawyer. Orange, CA  

16th Nov 2013

Gifting has become very popular in the past 3 years as an estate planning tool.  The panic leading up to the “fiscal cliff” caused by the uncertainty over Federal tax policy, in combination with generous gift rules in 2011 & … more

15th Aug 2013

At least in California, putting the family home into a Revocable Living Trust essential to avoiding probate and making sure there is an orderly succession to the beneficiaries.   There are other reasons to transfer the home ownership to a trust.  … more

9th Aug 2013

24th May 2013

Good overview of the estate tax changes that went into effect on January 1, 2013:  Dwight Edward Tompkins,Estate Lawyer,Orange County California.