With the current TCJA the estate tax exemption is 11.18 million (single) and 22.26 million (married).  Any estate in excess of these thresholds are taxed at 40% in CA.  For example, if you are worth 20 million as a si...

Happy New Year! 2016 is here.One of my new year resolutions for 2016 is finally do my estate planning and living trust.I've got some questions for who have recently gone through this themselves.#1 Are most probate/est...

Hi. My mom and I are hoping to start a real estate business together. We're selling one of her properties for capital and in need of professional business and tax strategy and legal advise. Can anybody recommend firms...

Do you have your estate plan / trust in place? If not, then you are not protected from wealth destruction and the Big 4. Asset Protection is not just about preventing liabilities A true asset protection plan involves ...

Estate Planning / Tax Question located in CTMy parents plan on retiring over the next 5-7 years and have 3 rental properties with mortgages on them. They will have the ability to pay the properties off if needed. My q...

Hi, We are a married couple and own a primary residence in Bay Area, CA and another investment property in Redmond, WA. We recently setup a trust in California. My attorney mentioned that the state of Washington has v...

Hello,I'm posting for an extended family member who is going through a trying time and I think he has gotten some bad / incorrect advice.  My aunt and uncle are elderly, and have reached the point of requiring 24hr in...

Can anyone recommend a great estate planning attorney in Chicago?Thank you in advance!

Anyone know of a good estate planning attorney in Georgia?

Hello All,

I think I have a great opportunity, but I want to make sure I deal with it the best way possible. My 63 yr old mother has a home in Santa Clarita, California that she owes $99K on a fixed 3.375% m...