Posts in November, 2018

Nov 29 2019 Estate Tax Exclusion and Gift Tax rules
The IRS issued Revenue Procedure 2018-57 announcing the official estate and gift tax exclusion amounts for 2019. The 2019 ...

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Prop 19 - To Gift or Not To Gift
FAQ: Advance Health Care Directives in California
Why Engaged Couples Should Have an Estate Plan
The Importance of a Letter of Instruction to the Trustee
Claiming the Property Tax Reassessment Exclusion

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