Asset transfers to people other than your spouse are potentially subject to the estate tax if you are transferring more than $5.34 million to your heirs. Learn more about qualified personal residence trust in California in this presentation.
Topics covered in this report include:
- Living Trusts and Incapacity Planning - March 31, 2020
- Estate Planning and Charitable Giving — Key Points - March 29, 2020
- Over-Funding Your Retirement Plan: A Potential Estate Planning Problem - March 27, 2020