Posts

proposition 19
,

CA Proposition 19 and the Qualified Personal Residence Trust

Nancy Van Lanen, CTFA, EA Estate & Trust Director The recently passed Proposition 19 in California provides expanded property tax benefits by allowing homeowners who are disabled, over 55 years of age, or whose homes were damaged…
tax cuts and jobs act

Extraordinary Estate Tax Opportunity with the Tax Cuts and Jobs Act

You may recall that President Trump promised to repeal the Estate and Gift Tax and their cousin, the Generation Skipping Tax.   However, the enacted version of the Tax Cuts and Jobs Act signed just before Christmas 2017, left these three taxes…