California has no state Estate Tax, and is not likely to enact one in the next decade at least, based on current politics. That doesn’t mean that, as a California resident, you can necessarily forget about state Estate Taxes. If you have a diverse portfolio of investments, some of those assets may be in other states.
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The Wall Street Journal and other sources have reported that President Obama wants to freeze the estate tax credit at its current level. This means that estates with less than $3.5 million in value can be transferred free of the estate tax at death. In other words, the vast majority of us (98%) won’t have… Read More


Here’s a good idea: Give guidance to your heirs, expected personal representative (executor or trustee) and loved ones by creating a Letter of Last Instructions. Tell your estate planning attorney, and proposed Excecutor  or Trustee where it can be found, and leave it in that trusted place (safe deposit box or fire-proof safe – you… Read More