/Tag: estate planning cpa los angeles

How to address digital assets in your estate plan

By |2018-07-27T23:58:01+00:00July 30th, 2018|Categories: Estate & Trusts, Tax Planning|Tags: , , , , , |

Digital assets, including things like online bank and brokerage accounts, digital photo galleries, and even email and social media accounts, are just as important to include in your estate plan as material assets.  If you die without addressing these assets in your estate plan, your loved ones or other representatives may not be able to [...]

Is a charitable lead trust right for your family?

By |2017-06-22T18:49:02+00:00June 22nd, 2017|Categories: Estate & Trusts|Tags: , , , , , , , |

Families who wish to give to charity while minimizing gift and estate taxes should consider a charitable lead trust (CLT). These trusts are most effective in a low-interest-rate environment, so conditions for taking advantage of a CLT currently are favorable. Although interest rates have crept up in recent years, they remain historically low. 2 types [...]

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