Tag Archives: Estate Tax
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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Set Up a Trust as Part of Your Estate Plan for Smooth Transfer of Property When the Inevitable Occurs
As a follow-up to our previous discussion about how to transfer the title of real estate that is community property when the owner of the property dies, we were recently asked a question similar to this: Why should my spouse … Continue reading
Posted in California Trust Law, Estate Planning, Probate, Trust Administration, Trusts & Estates
Tagged 401(k), Bay area, beneficiaries of the estate, brokerage firm, California Trust Attorney, Certificate of Ownership Report, Community Property, conflict of interest, Connie Yi, Duty of Loyalty, employment benefits, estate plan, estate planning package, Estate Tax, fatal accidents, inheritance tax, IRA, IRS, Joint Tenancy, KDOW, Living Trust, open enrollment period, Pleasanton, pre-paid legal services, Probate, Recorder’s office, retirement account, Revocation of Trust, right of survivorship, San Francisco, San Jose, San Mateo, successor trustee, Transfer of Property, transfer the title, Wealtlh Management and You
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Estate Tax Form 706 Is Ready For 2010 Along With Extended Deadline For Filing Return
We recently wrote an article about estate taxes, which mentioned that we would have to wait and see what changes to the law would be enacted. The wait is now over, because last week the Internal Revenue Service published on … Continue reading
Posted in Estate Planning, Estate Tax, Probate, Tax Law
Tagged Estate Tax, Form 706, Internal Revenue Service, Probate, Unified Credit
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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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