Here in California and in a majority of states across the country, the state government no longer charges an estate tax to residents. Estate tax, often referred to as the “death tax” by critics, is sometimes considered a redundant tax since the assets in...
Bay Area Estate And Tax Planning Law Firm
Month: April 2014
‘E-Z’ will form creates tough situation for family
A form that was supposed to be an easy and inexpensive way to create a will turned out to be anything but that, according to a recent state court decision. The court wrote that the case provided a cautionary tale to others about estate planning and noted that some...
Divorce can create a complicated tax situation
Now that this year’s tax season is official over (hopefully) for most California readers, tax and law experts know that it is time to start looking ahead and planning for what is to come. This might seem like an unwelcome task at the moment when you thought it was...
Tech companies tackle estate planning tools
The practice of estate planning is as old as civilization itself and the issue of what one leaves behind and to whom remains as relevant and complicated as ever. Laws in this area have evolved somewhat with the changing times but the basic issues remain the same...