The term “portability” describes a provision added to the federal estate tax law in 2010 that allows the surviving spouse’s... View Article
Tag Archive: Estate Planning
When it comes to succession planning, small business owners usually try to address everything from maintaining day-to-day operations to ensuring... View Article
How Should Bay Area Property Owners Shield Parent-Child Real Estate Transfers from Increased Tax Assessments?
In 1986 California amended its constitution to allow parents to pass real estate on to their children without subjecting their... View Article