TAG Tax

Our Family Wealth group has authored several resources to help you understand and revisit your estate plan and gifting strategies in light of potential legislative changes and today’s economic environment.

Resources Include

• Preserve Low Property Taxes for Next Generation before Prop 19 Takes Effect
• Techniques That May Not Exist in 2021
• Benefits of GRATs
• Flowchart: GRAT Structure Examples
• Consider Transfers of California Legacy Properties in Light of Proposition 19

Read the entire article.