News and Information
Historic Estate and Gift Tax Limits for 2024
The annual estate and gift tax exemption in 2024 is $13.61 million per individual, representing an increase due to inflation from the 2023 exemption of $12.92 million.
Increased Estate And Gift Tax Limits For 2023
The annual estate and gift tax exemption in 2023 is $12.92 million per individual, representing an increase due to inflation from the 2022 exemption of $12.06 million.
New Higher Estate And Gift Tax Limits For 2022
New information regarding recent developments in estate and gift tax matters that may affect your estate planning in 2022.
We're Back Open For In-Person Meetings
We are happy to announce that after 15 months of working remotely, we are able to meet with vaccinated clients in our office once again.
Estate Tax and Prop 19 Changes That May Impact You
Estate Tax and Prop 19 Changes That May Impact You. Recent changes relating to gift and estate tax planning, California Prop 19, property tax matters, and aspects of the recently implemented SECURE Act affecting retirement planning.
