by Christine Brown | Jan 18, 2017 | Estate Planning, Estate Tax, Trusts |
If I had to pick one question that I am asked the most, I’d have to say this one ranks way up there… Do I need a new estate plan if I move out of California? Just like the answer to most estate planning questions, the answer is “it depends.” However, this one has a...
by Christine Brown | Sep 1, 2016 | Dynasty Trust, Estate Planning, Estate Tax, Uncategorized |
A lot of people complain about high taxes. Looking at what the government takes from your weekly paycheck can be frustrating. But, it could be worse. Even people who don’t complain about taxes (there are a few) and understand it takes money to run the government would...
by Christine | Nov 23, 2015 | Estate Planning, Estate Tax |
Paying estate taxes requires assets that can be easily turned into cash or dipping into cash accounts. This often becomes a major problem for executors of large estates. If proper planning has not taken place, prized possessions may have to be put on the auction block...
by Christine | Nov 16, 2015 | Estate Planning, Estate Tax |
The state estate tax is the one that most Americans must be aware of when working with an attorney on their estate plan, as most states estate taxes have far lower exemptions than the federal estate tax. What if your estate is worth less than $5 million, even when...
by Christine | Nov 13, 2015 | Estate Planning, Estate Tax |
It is said that the rich are different from you and me, and that is true. The assets of wealthy people can be grouped into a few categories, and trust us, they are no different than regular people. There is a lot of media coverage and discussion about the federal...
by Christine | Nov 9, 2015 | Estate Planning, Estate Tax, Gift Law |
According to the IRS, there will be increases to tax exemptions for estate and lifetime gift tax exemptions in 2016. By law, every year the IRS must determine exemption limits for federal estate tax and the lifetime gift tax based on inflation. And every year, estate...
