Monthly Archives: January 2014

Inheritance: Avoiding an Increase in California Real Property Tax

Tax Planning

For most California estate plans, federal estate tax can be avoided, as can probate.  Of increasing concern is how to avoid an increase in California real property tax. For the California residence, it can pass from parent to child (or child to parent) without an increase in property tax.  But, without proper planning, property taxes … Continue reading Inheritance: Avoiding an Increase in California Real Property Tax →

How to include your charitable causes in your living trust and estate plan

Estate Planning, Living Trust

People are often invested deeply in their charitable causes. Some give their money. Some donate their time. Some share their talent. To them, their charitable causes are an important part of who they are. It is important for such clients to discuss with their attorney whether they want that legacy to continue in their estate plan … Continue reading How to include your charitable causes in your living trust and estate plan →