August 4, 2020—When updating your estate planning documents, one of the most important considerations is who you will name as the executor of your estate.
Emerald GEM 14: The Importance of Executor Selection for Estate Settlement: Part One
Emerald GEMs
Using Strategic Financing to Help Work Toward Achieving Your Wealth Transfer Goals
All Wealth Planning Content
Episode 13: The Importance of Family Communication
July 28—Creating strong communication practices within your family is an important component of legacy planning, and even more important during challenging times.
Now is the Time to Reduce California Income Tax Through Trusts
Now that 2020 has passed the half-way point and is careening toward 2021, our clients are asking how to lock in today’s lofty federal gift-tax, estate-tax, and GST exemptions (currently $11.58 million), knowing that those exemptions are already scheduled to shrink to $5 million, adjusted for inflation, in 2026 and that they may well plummet to those or even lower levels as soon as early next year if November’s elections bring regime-change in Washington.
