New Tax Laws finally….

We estate planning attorneys have been waiting for a new law since the “old” law went into effect in 2002.  Surely the smart people in Washington DC will come up with a new law prior to the sunset of this law at the end of 2010… surely… and time kept ticking on toward December 31, […]

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My mom died in Sacramento….

I get this call a lot. “My mom died in Sacramento and I need help!”  Often the caller or emailer grew up in Sacramento but left and never returned. However, mom and dad stayed behind.  Often dad died a few years ago and now mom moved on. These clients do not live here anymore, often […]

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Irrevocable Life Insurance Trusts for Term Insurance

Did you know life insurance is a taxable asset in your estate?  It’s true. A lot of people think life insurance is “tax free” and that’s simply not the case. It does, generally, build in value without income tax.  However, at death it is an asset of the deceased’s estate and subject to estate tax […]

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New Year coming – new tax rules too?

We still don’t know what the laws will be on January 1, 2011.  However, you should remember there IS a tax law in place for January 1, 2011 and it is a one million dollar exemption.  Today there is no estate tax and January 1st there is a big tax (up to 55%) with only […]

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