Passing wealth to the next generation used to be dominated by one question: how do we minimize exposure to the 40% federal estate tax? For most families, that question has largely gone away. The bigger questions now are about control,… Read More
Read our Estate Planning Overview here if you are just getting started: https://www.amminvest.com/estate-planning-overview/You’ve visited an attorney, got all of your documents drawn up, you have your big binder filled with everything important, now what?Creating an estate plan summary – a… Read More
Many people do not have to worry about heirs paying taxes on their estate. This is because the federal exemption amount is currently $13.61 million, meaning that your estate must be valued above that for any estate taxes to apply…. Read More
Recently I attended a 2-day conference for CPAs through CalCPA on the topic of estate and trust planning. One of the more interesting topics was how to help our clients be successful successor trustees for their parent’s estate when they… Read More
Passing wealth to the next generation used to be dominated by one question: how do we minimize exposure to the 40% federal estate tax?