Tag Archives: inheritance 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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Trust Provisions: A-B Trust vs. A Trust; College Planning: How to Fund Higher Education
We frequently mention that trusts are a good way to avoid the probate process, which takes time, costs money, and has an unknown outcome. The A Trust and the A-B Trust are two popular types of trusts to help married … Continue reading
Posted in College / Higher Education, Estate Planning, Family Law, Radio Show: Wealth Preservation and You, Trusts & Estates
Tagged 529 college savings plan, A-B Trust, Campus Pathway, charitable organization, College Planning, death tax legislation, estate plan, estate tax exemption, generation-skipping, home equity line of credit, inheritance tax, irrevocable trust, Jeffrey Morrison, life insurance policy, marital deduction, married couple, Probate, registered financial adviser, student loan, Trust Provisions, UCLA, USC
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Estate Planning for Special Assets: Family Business, Out of State Assets, Companion Animals, Trustee Duties
When we have previously discussed estate planning, we’ve primarily focused on situations that involve the basics of how to handle real estate or liquid assets like stocks and bonds, so your beneficiaries receive as much as possible of your estate … Continue reading
Posted in Asset Protection, Business Law, Estate Planning, Estate Tax, Partnerships, Radio Show: Wealth Preservation and You, Succession Planning, Trust Administration, Trusts & Estates
Tagged asset protection trust, attorney, back taxes, Bay area, business structures, companion animal, Companion Animal Trust, Companion Animals, Connie Yi, dental broker, dental care, dental practice, dentist, Estate Planning, estate planning attorney, Family Business, family dynamics, Family Limited Partnership, family limited partnership flp, Family Partnerships, farmer, FLP, food and beverage, Husband and Wife Business, inheritance tax, IRS, KDOW, legal practice, Limited Liability Corporation, liquid assets, LLC, Offshore Assets, offshore bank, Out of State Assets, overseas bank accounts, Pleasanton, real estate, real estate development, San Francisco, San Jose, San Mateo, Small Business Administration, Special Assets, stocks and bonds, succession planning, tax return, Treasury Department, vineyard, Wealth Management and You
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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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