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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  • Difference between Probate and Trust Admin
    Difference between Probate and Trust Admin

    Pre-Death Planning determines the cost, length, and efficiency of Post-Death Administration. A common misconception is that having only a Will is sufficient estate planning. Although a Will does name ...

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  • Transfer on Death Deed
    Transfer on Death Deed

    The Revocable Transfer on Death Deed: are Trusts a thing of the Past? The California legislator enacts thousands of laws each year. On January 1, 2016, Assembly Bill 139 became the law, known as the ...

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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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  • Claiming the Property Tax Reassessment Exclusion
    Claiming the Property Tax Reassessment Exclusion

    Real property that is not entitled to special exemption is valued at the base-year value determined under Proposition 13 guidelines, adjusted for inflation. As provided in Article XIIIA of the CA ...

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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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