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
Claiming the Property Tax Reassessment Exclusion
Why You Should Get Your Estate Plan in Order Before Going on Vacation
The Importance of a Letter of Instruction to the Trustee
Claim Your Unclaimed Property

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