What You Need To Know About The SECURE Act

What You Need To Know About The SECURE Act The Setting Every Community Up for Retirement Enhancement Act of 2019 became effective on January 1, 2020, but you may have

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Estate Planning: Avoiding Reassessment When Transferring Real Property to an Entity

Estate Planning: Avoiding Reassessment When Transferring Real Property to an Entity California taxpayers made their voices heard in 1978 when they went to the polls and approved Proposition 13. Under

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Estate Planning and Newly Proposed California Estate Tax

Estate Planning and Newly Proposed California Estate Tax The ballot on Election Day 2020 could ask California voters to authorize a new estate tax if a pending proposal is approved

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Estate Planning to Retain Your Proposition 13 Tax Base

Estate Planning to Retain Your Proposition 13 Tax Base The passage of Proposition 13 in 1978 established an initial base year, 1975-76, for assessed valuation for California real property that

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California Trust Decanting Law: Breathing New Life Into Irrevocable Trusts

California Trust Decanting Law: Breathing New Life Into Irrevocable Trusts Wine and California seem to be synonymous, so you might be familiar with decanting as a method of improving wine

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Estate Planning Mistakes of the Rich and Famous

Estate Planning Mistakes of the Rich and Famous One of the aspects of being a celebrity is the impression that you “have it all.” Unfortunately, while fame does usually bring

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Anthony Bourdain’s Death Exposes Important Legal Lesson

Anthony Bourdain’s Death Exposes Important Legal Lesson The recent shocking death of culinary star Anthony Bourdain is a tragedy on many levels. While the people who personally knew him best

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Background of Estate Tax Law

Background of Estate Tax Law The modern estate tax dates back to 1916 when it was imposed at a rate of 10% on the portion of estates above $50,000. Over

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