Estate

Take Advantage of Lifetime Exclusion While You Can

May 9, 2023By Kimberly Hoang, CPA

When a person passes away, the deceased’s assets are subject to federal estate tax if the total

Estate & Trust Planning Strategies: Power of Appointment and Disclaimer Trust Explained

April 5, 2023By Douglas Venturelli, Esq.

In one of our previous articles, we covered the topic of disclaimers as an excellent post-mortem tax

Trust Check-Up: 3 Key Things In Reviewing and Updating Your Trust

March 20, 2023By KROST CPAs

According to a recent study, 66% of Americans have no estate plan to protect their assets. If

The Impact of Power of Attorney and Understanding the Differences

February 20, 2023By Douglas Venturelli, Esq.

We often get questions about what to do when a person wants to give up their authority

The Trust “Oil Change” – Reviewing and Updating Your Trust

December 15, 2022By Richard Umanoff

As one annually services their automobile for an oil change and routine maintenance, it is also prudent

Benefits of Disclaimers in Post-Mortem Estate Planning

October 27, 2022By Douglas Venturelli, Esq.

When considering the creation of a will or a trust, one usually thinks about pre-death planning. However,

What is a SLAT?

August 31, 2022By Douglas Venturelli, Esq.

A Spousal Lifetime Access Trust (SLAT) is a trust established between spouses. Essentially, one spouse gives the

Common Ways to Hold Title in California

August 16, 2022By Richard Umanoff

We often get questions from clients on how to hold title to property they are about to

Window to Make Portability Election is Extended to Five Years

July 29, 2022By So Sum Lee

Since lifetime gift exemption has drastically increased by the Tax Cuts and Jobs Act (TCJA), which went

How to Treat Inherited Individual Retirement Accounts

May 24, 2022By Kimberly Hoang, CPA

The SECURE Act, which became effective on January 1, 2021, changed the rules for inherited IRAs. Prior