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:
Latest posts by Timothy P. Murphy (see all)
- What Should I Do If I Receive a Crummey Notice? - December 5, 2019
- Estate Planning for the Single Parent - December 3, 2019
- Is Cryptocurrency an Asset for Purposes of Estate Planning? - December 1, 2019