Tag Archives: irrevocable trust

Time Is Running Out, Set Up SLAT Soon

At midnight on December 31, 2012, more is going to happen than just the¬†Times Square ball dropping and the calendar turning the page to January 1, 2013. The current gift tax exemption is also set to expire — barring any Congressional changes which may or may not happen post-election. Currently couples can shelter $10 million …. Read More

Estate Planning: 4 Revocable Trust Options Anyone Can Use

There are a few estate planning misconceptions about which our California readers should be aware. One belief is that estate planning is only for wealthy people. The truth is that any homeowner could probably benefit from estate planning. Another misconception is that estate planning only takes care of events after you die. That is also …. Read More