Estate and Gift taxes are integrated in their computations, they change almost annually and an FAQ for us is: “Ron, how much are the taxes on gifts and at death for me, my Mom…, and how can I avoid or at least minimize them.”
This link is a good to place to start for those of you who may be interested.
If further questions on avoiding these taxes or with estate palnning in general remain – please call us to see if we can be of help.
For example, if you do not have a basic Revocable Living Trust (not a Will) or if you have not made provisions for your children’s successor home if that becomes necessary I can assure you, you will be best served by calling us.
9595 Wilshire Blvd. #900
Beverly Hills, CA 90212
Dear Clients and Friends, Love can blind a person to many things, and bad credit is one of them. But that’s an issue that can come back to bite you later. If your spouse-to-be has bad credit, it can cause …Read More »
Dear Clients and Friends, If and when you consider backing out of a real estate purchase agreement we suggest you consider the points set forth in this memo. Standard real estate contracts contain inspection and mortgage contingencies that allow buyers a …Read More »