Client Memo – Year End Estate Planning
With the end of the year fast approaching and changes in the law scheduled to take place, we would like to remind you that this is a good time to evaluate your estate planning documents and strategies. Here are a few considerations for you to consider: For the expiring $5.12 million lifetime estate and gift […]
Client Memo – Changes in Federal, CA Income, Estate & Gift Tax Rates
With recent voter approval of CA proposition 30, the tax increases included in Obamacare, and the looming expiration of the Bush-era tax cuts both scheduled for January 1, 2013, we have presented below a summary of the changes in the tax code that will surely have an impact on you. Federal 2012 provisions 2013 provisions […]
