Blog Articles

Does My State have Inheritance Tax?

If you live in California, you likely know it is one of the highest-taxed states when it comes to income taxes. However, there is some good news for those worried about estate taxes. California is part of the 38 states that don’t impose their own estate tax.

Read More »

Will Inheritance and Gift Tax Exemptions Change in 2021?

The increase in the exemption is set to lapse after 2025. However, the Treasury Department and the IRS issued “grandfather” regulations in 2019 allowing the increased exemption to apply to gifts made while it was in effect, if Congress lowers the exemption after those gifts.

Read More »
Enjoy Our Weekly Blog Digest!