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Blog Posts in 2016

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  • 2017 Estate Tax Exemptions
    2017 Estate Tax Exemptions

    In 2017, the Estate and Gift Tax Exemption amount is set at $5.49 million per individual, up from $5.45 million in 2016. In excess of that, the federal estate tax rate remains at 40%. As such, a ...

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  • Misusing Joint Tenancy as a form of Estate Planning
    Misusing Joint Tenancy as a form of Estate Planning

    While owning property in joint tenancy does avoid probate, this estate planning method comes with certain negative tax consequences. Transfers in joint tenancy expose those assets to the joint ...

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  • Preventing Lack of Liquidity
    Preventing Lack of Liquidity

    It is difficult to estimate with certainty how much it will cost to settle one’s estates or how quickly expenses and taxes must be paid. Insufficiency of cash can be created by a number of expenses, ...

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  • Are your kids still your kids after they turn 18?
    Are your kids still your kids after they turn 18?

    A Mom gets a call from a cross-country Emergency Room informing her that her 19-year old college student has been admitted. That’s all she is allowed to know. That’s all they are allowed to say. She ...

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  • Estate Planning During and After a Divorce
    Estate Planning During and After a Divorce

    Estate Planning During a Pending Divorce To protect the rights of each spouse during a dissolution or legal separation, and to preserve the financial status quo, Family Code § 2040 imposes Automatic ...

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  • Claim Your Unclaimed Property
    Claim Your Unclaimed Property

    A recent California superior court decision held that merchandise credits not redeemable for cash are not subject to California Unclaimed Property Law. The court also held that these credits qualified ...

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