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Serving California in a Virtual Setting
Tax on Generation-Skipping Transfers Explained

Tax on Generation-Skipping Transfers Explained

Transfers that skip a generation of heirs are subject to the generation-skipping transfer tax (GST). Its primary design is to prevent wealthier individuals from avoiding estate and gift taxes by transferring large amounts of assets to their grandchildren, bypassing their…

A Guide to Managing Wealth and Irrevocable Trusts

A Guide to Managing Wealth and Irrevocable Trusts

The federal estate tax exemption allowance appears to be under threat of being reduced, which may mean it is time to rethink your approach to passing wealth on to your heirs. Senate Democrats are proposing to lower the current estate…

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