Category Archives: Gift Tax
Real Estate Property Transfers In California: Reasons, Methods and Issues
Even though the number of home sales has diminished in recent years, many people are still transferring real estate property for a variety of reasons. The most common type of property transfer is for a parent who transfers the title … Continue reading
Posted in California Real Estate Law, Estate Tax, Gift Tax, Residential Real Estate, Tax Law, Uncategorized
Tagged Asset Protection, community property state, fair market value, Fannie Mae, Joint Tenancy, Living Trust, medical benefits, Probate, probate court, property agreement, property tax assessment, property title, Property Transfer, reduce taxes, refinancing a home, right of survivorship, Spousal petitions, Tenancy in Common, underwater property, unmarried couples, verbal agreement
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Gifts For Your Children: Selling or Transferring Property To Your Kids (Plus a Few Tax-Time Tips)
At this time of the year, we feel compelled to remind our followers of a couple of tax-time tips, all of which we have discussed several times in recent months: Recent changes to the law have forced financial institutions that … Continue reading
Posted in Estate Planning, Estate Tax, Gift Tax, Radio Show: Wealth Preservation and You, Residential Real Estate, Tax Law, Trusts & Estates
Tagged Brokerage Accounts, estate plan, Estate Tax, fair market value, inheritance, inheritance tax, irs office, licensed real estate broker, Offshore Assets, real estate, tax time tips
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Estate Tax and Gift Tax Laws and Rates Change, So Your Estate Planning Should, Too
Taxes seem to be one of the hot topics these days, especially on the presidential campaign trail. Regardless of which party controls Congress or the White House at any point in time, as taxpayers, we need to deal with the … Continue reading
Posted in California Trust Law, Estate Planning, Estate Tax, Gift Tax, Income Tax, Trust Administration, Trusts & Estates
Tagged Administration, bus tour, California Estate Tax, California Tax Attorney, certified public accountant, Congress, corporate tax loophole, Estate Tax, family farmer, Law Offices, personal income tax, President Obama, presidential campaign trail, Real Estate Broker, regulations, Representatives, San Francisco Bay Area, Senators, tax laws, taxpayers, wedding present, White House, Wills and Trusts
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New Blog for the Law Offices of Connie Yi, P.C., Pleasanton, California (San Francisco Bay Area)
Welcome to the blog for the Law Offices of Connie Yi, P.C., located at 4900 Hopyard Road, Suite 100, Pleasanton, CA 94588. Our office is conveniently located just a minute or two from the intersection of I-580 & I-680, across … Continue reading
Posted in Business Law, California Trust Law, Corporate Taxes, Distressed Property, Estate Planning, Estate Tax, Gift Tax, Income Tax, Participating Tax Changes, Probate, Residential Real Estate, Strategic Foreclosure, Tax Law, Trust Administration, Trusts & Estates
Tagged Business Law, California Trust Law, Connie Yi, Corporate Taxes, Distressed Property, Estate Planning, Estate Tax, Gift Tax, Income Tax, Participating Tax Changes, Probate, Residential Real Estate, Srategic Foreclosure, Tax Law, Trust Administration, Trusts & Estates
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