Legal Updates for Wills, Trusts & Estates

2022 Updates for How to Probate an Estate in California

The 25th edition of How to Probate an Estate in California addresses federal tax issues using numbers that were current for 2021. The federal government has updated those numbers for 2022. Here are the updated numbers and where to find them in How to Probate an Estate in California. Tax issue

Tax Update 2022

For 2022, the IRS made small changes to the estate tax (and related taxes), mainly adjusting for inflation. Federal Estate Tax Exemption -- $12.06 million. Unless your taxable estate is worth more than $12.06 million, your estate will not owe federal estate tax if you die in 2022. This is an incremental

California’s Prop 19 Changes Parent-Child Property Tax Assessments

In November 2020, California voters passed Proposition 19, which, in part, limits the ability to avoid property tax reassessment when property passes between parents and children.

Witnessing and Notarizing Estate Planning Documents During COVID-19

The COVID-19 pandemic has complicated the process of finalizing estate planning documents by making it harder to gather witnesses or to visit a notary public. Thankfully, you have some options. Get Creative for Witness Signatures. Witnesses for wills cannot be beneficiaries of the will, and witnesses

2021 Changes to the Federal Estate Tax

For 2021, the IRS made small changes to the estate tax (and related taxes), mainly adjusting for inflation. Federal Estate Tax Exemption -- $11.7 million. Unless your taxable estate is worth more than $11.7 million, your estate will not owe federal estate tax if you die in 2021. This is an incremental

2020 Changes to the Federal Estate Tax

Learn about the changes the IRS made to the federal estate tax in 2020.

California Raises the Value of a "Small Estate"

Effective January 1, 2020. The California legislature made several significant changes to California’s “small estate” probate procedures. Learn how changes affect the probate process for estates of people who die after January 1, 2020.

2019 Changes to the Federal Estate Tax

Learn about the changes to the federal estate tax that occurred in 2019.

Updates to the 24th Edition of How to Probate an Estate in California

Here are a few changes to the 24th edition of How to Probate an Estate in California

2018 Changes to the Federal Estate Tax

Learn about 2018's changes for the federal estate tax and other related taxes.

Ohio Extends the UTMA Up To Age 25.

April 6, 2017. Ohio residents can now choose to end an UTMA at an age between 18 and 25.

Federal Estate Tax Exemption for 2017: $5.49 Million

January 1, 2017. Here are some estate-planning-related tax numbers for 2017.