by amanda | Feb 3, 2024 | Uncategorized
Each year, certain estate, gift, and generation-skipping transfer (“GST”) tax figures are subject to inflation adjustments that go in effect on January 1. Below are the current adjustments for 2024 […]Read More
by amanda | Jan 31, 2024 | Uncategorized
When we think about making plans to secure our future, generally the discussions revolve around education, career, family, and finances. Read More
by amanda | Jan 29, 2024 | Uncategorized
Under the settlor’s original estate plan (revocable trust and associated pour-over will), upon settlor’s death, all settlor’s children were to receive equal beneficial interests under the trust. Read More
by amanda | Jan 28, 2024 | Uncategorized
Why do you need estate planning no matter where you live, but especially in California? What is estate planning? Read More
by amanda | Jan 26, 2024 | Uncategorized
In the recent case In Laureen Gordon Revocable Trust, the Michigan Court of Appeals digs into these questions.Read More
by amanda | Jan 24, 2024 | Uncategorized
The New Year brings with it new estate and gift tax exemption and exclusion amounts. In 2017, a new tax law doubled the federal estate and gift tax exemption. And that exemption amount has increased each year between 2018 and 2025 to adjust for inflation. The...
