When the Tax Cuts and Jobs Act of 2017 became law, estate tax exemptions got a substantial boost. The amount each individual could pass...
It’s been said that with age comes wisdom, and age and wisdom cause us to ask questions we would never have thought of at...
Alhambra's Bob Williams looks at whether you should use a Will or Trust for your estate planning document.
It was called the Great Wealth Transfer, the World War II generation passing its wealth to their kids, the Baby Boomers. Well, it’s about...
You just got the final draft of your estate plan. You’ve been thinking about this for a long time—how you want your estate distributed,...
We’ve been focused on Covid for so long that a lot of things have taken a back seat. We’re still regrouping, trying to find...
It’s one of the most obscure taxes in the IRS code, but it can be one of the most devastating at a time when...
Alhambra's Bob Williams describes the difference between Common and Solemn Probate and the pros and cons of each.
There’s an old axiom that says, “All good things must come to an end.” And unless Congress makes some changes, that’s what will happen...
Probate is a term most people have heard. It’s the court process required to settle an estate when a Will was used as the...