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• Less Taxing Matters

Avoiding estate tax pitfalls in marital deductions

An old French proverb holds that providence watches over fools and drunkards. In a similar manner, married San Francisco couples who never plan to avoid the estate tax are saved from their own folly by a tax provision known as the “unlimited marital deduction” – but... Read More

• Less Taxing Matters

Upcoming estate tax changes could affect you

On Jan. 1, 2013, estate-planning attorneys will be greeting not just a new year, but the fact that the estate tax may apply to any estate of more than $1 million. Whether you find yourself under or over the new limit, the change is an excellent reminder to review your current est... Read More