Strategic Estate Planning
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Preparing for the Reduction in the Estate Tax Exemption
In late May of this year, the U.S. Treasury released a publication detailing a number of the proposed tax code changes that the Biden administration would like to usher through Congress in an ambitious effort to modernize the US tax system to meet its citizens’ needs....
GadzoLaw on 91.7FM KALW Radio
What happens if I die without a will? What does it matter if my property transfers through, or avoids probate? I just learned that a friend named me as executor. what have I gotten myself into; must I agree? Tonight we plan for those people and things that live...
Notification requirements for trustees administering irrevocable trusts in California
If you are serving as trustee of an irrevocable trust, it is very important to understand and properly execute your fiduciary responsibilities. There are many duties that are straightforward. However, many duties are governed by statute. It is best to consult with an...
Welcome To Our Blog
We established this blog to share stories and information about topics relevant to our practice. Our intent is to regularly provide posts highlighting legal issues of local, state and national interest that we think you will find interesting. Check back later for...
Latest Blogs
- Your Future, Your Control: Celebrate Estate Planning Awareness Week with Us!Have You or Your Loved Ones Used These Excuses to Avoid Estate Planning? We all have those nagging to-do items that never seem to make it to the top of our list, even though we know how important they are. Maybe it is scheduling a checkup with the doctor, calling the HVAC company to inspect that noisy […]
- Just Like These Celebrities, You Need an Estate Plan TooThe Legacy of Film Legend Val Kilmer Actor Val Kilmer’s passing in April 2025 highlights estate planning issues that can affect almost anyone. Although Kilmer was a celebrity, these issues—including managing real estate in more than one state, deciding what happens with digital assets, and using charitable gifts to leave a legacy and help reduce […]
- Time for Spring Cleaning and PlanningPresident Trump’s First 100 Days in Office President Trump entered office having won the electoral college and with relatively strong approval ratings. On his first day in office, he issued over 25 executive orders, and in his first 30 days, he issued more than 70,1 seeking to make good on his promises to transform the […]