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:
- How to Update Your Estate Plan After Major Life Events - December 8, 2023
- Estate Planning for Unmarried Couples: Your Legal Rights - December 6, 2023
- When and Why to Update Your Estate Plan - December 4, 2023