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Tag: Taxes

Estate Tax

This year brings big changes to estate tax, making it more important than ever to engage in estate planning strategies. One of the primary changes is the exclusion amount which declines from $5.12 million to $1 million. Another is the tax rate which increases from 25 percent to 40 percent. Not only do estate tax […]

Living Trust

People are often unsure about using a California living trust, especially if they don’t own a lot of property. This estate planning strategy is a good way to keep assets out of probate and can also minimize or remove federal estate taxes. As with all estate planning methods a living trust offers benefits, but can […]