The generation-skipping tax, also called the generation-skipping transfer tax, generally impacts families where...
The Generation Skipping Tax and Your Estate Planning Strategy
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Blog
September 2021
What Is the Maximum Gift You Can Give Without Being Taxed?
If you have heard of the gift tax, you may worry about paying taxes on any gifts that you give to family and friends....
How Dual Citizenship Affects Your Estate Planning
Can Dual Citizenship Affect Your Estate Plan? A couple of well-known actors, Tom Hanks and Rita Wilson, became...
Can a Non-U.S. Citizen Create an Estate Plan in the U.S.
Can a Non-U.S. Citizen Create an Estate Plan in the U.S.? The United States has experienced a surge in immigration...
Will Charitable Giving Reduce Your Taxable Estate?
If you give to charity or plan to start giving, one of your goals in giving may be to reduce your taxable estate....
What You Need to Know About Charitable Lead Trusts
Charitable lead trusts fall into the general category of trusts that benefit charities. Sometimes known as CLTs, these...
What Does A Successor Trustee Need To Know?
It is a great honor to be named a successor trustee in someone’s revocable living trust document. However, the honor...
Responsibility to Inform the Life Insurance Company of a Death
Upon the death of a loved one, navigating the complex aspects of their estate can be challenging. Grief can take a...
The 3 Ps of Estate Planning
Becoming a Client of Law Office of Janet L. Brewer Understanding the Three P’s of Estate Planning #1 – People Who are...
It’s Not the Ideal Situation
When A Loved One Dies Without a Complete Estate Plan Serving Families & Individuals in Palo Alto, CA and the...
What Are Your Goals for Estate Planning?
Estate Planning Services and Estate Planning Specialists lawyers in California California Estate Planning Law Firm -...
When a Loved One Dies
Serving Families & Individuals in Palo Alto, CA and the Surrounding Areas Death can take a tremendous toll on a...
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