Proposition 19 Presentation for the Santa Cruz County Estate Planning Council | January 13, 2021
Proposition 19 Presentation for the Santa Cruz County Estate Planning Council …
Happy New Year!
Does Your Trust Still Fit? Many couples who had estate plans prepared prior to 2011 have trusts that require that the assets be divided into to two separate trusts on the first death. Trusts were …
What is the Estate Tax Exemption Amount?
In 2021, a U.S. citizen may transfer up to $11.7 million to a non-spouse without federal estate tax. This amount is indexed for inflation each year through 2025. On January 1, 2026, this law sunsets, …
Does Your Trust Still Fit Under the New Tax Code?
If your trust requires a division of assets into two sub-trusts on the death of the first spouse, your current trust may no longer suit your needs. (Look to see if your trust mentions a …
Does Your Trust Still Fit Under the New Tax Code? Read More »
