Think estate planning is just for the ultra-wealthy? Think again. A lot of people assume that if their estate is under the $13.99 million...

Let’s say you own several buildings in California worth $3 million, but there’s a catch - they have a very low cost basis. You’ve held...

Imagine dedicating your life to building a substantial nest egg, only to have it caught up in legal complexities, diminished by taxes, or...

A common question I get from clients is, “Who should I name as my trustee?” It’s a decision that carries enormous weight - because the...

With the Tax Cuts and Jobs Act set to expire in 2025, there's a $7 MILLION dollar opportunity that could be at risk of vanishing. For...

Lifetime asset transfers play a vital role in estate and legacy planning, helping you achieve three key goals: Freeze your gross estate...

Beneficiary designations may seem like a simple way to ensure your assets go to the right people, but they can sometimes create more...

Property ownership can seem straightforward, but in reality, it carries complex implications that can ripple beyond your lifetime. How...

With major changes in tax law over the last few years - and an upcoming potential reduction in the gift and estate tax exemption -...

A few weeks ago, I talked about Revocable Living Trusts (RLT), which are a core part of many estate plans. They’re designed to make the...

"Isn’t a trust just for the wealthy?" That’s a common misconception I hear all the time, but here’s the truth: a Revocable Living Trust...

Imagine this: your family, already dealing with their grief, now has to wait months or even years to receive their inheritance because...

Charitable giving is one of the most rewarding ways to make a difference in the world and create a lasting legacy, but without a clear...

Wills are essential documents in estate planning. They provide a clear and legally binding outline of how you want your assets...

Navigating estate planning can be challenging due to the complexity of legal terms and the variety of documents involved. Understanding...

When I go through clients' estate documents, especially a will, I always check the Contingent Beneficiary Clause. This clause is crucial...

Last week, Vitaly talked about the basics of gifting, including the types of gifts, how gifts are taxed, and some other important...

Making gifts is as a powerful estate planning strategy but you need to know rules and concepts to minimize taxes and avoid penalties

Discover why estate planning is vital for everyone, not just the wealthy.

A will is a key document of any estate plan and if you don’t have one, we highly encourage you to create your own will as soon as...