LGBTQ+ Estate Planning
By Tony J. Tyre, Esq.

February 21st, 2024|

Cookie-cutter plans just don’t cut it for LGBTQIA+ families. While major strides for LGBTQ+ rights have been made in recent years, estate planning law is still written with hetero, cisgender couples in mind, which means that your wishes and your rights may not be respected when you die or if[...]

Estate & Gift Taxes in 2024
By Tony J. Tyre, Esq.

February 21st, 2024|

It’s that time of year…tax season. When most of us think of tax season, we think of our individual and business tax returns since these are the most common tax forms. Most of us do not think of the tax obligations relating to estates and lifetime gifts—but many of us[...]

Providing for Pets in Your Estate Plan
By: Allyson S. Heller

December 15th, 2023|

Many pet owners worry about what will happen to their animals when they pass away. Fortunately, California law allows for the creation and establishment of something called a “pet trust,” which allows pet owners to legally set aside funds to be applied towards the lifetime care of their furry, feathery[...]

Is Inheritance Tax-Free in 2023? By Tony J. Tyre, Esq.

October 5th, 2023|

Unknown to many of us, the government does not take money from a person’s estate most of the time. In fact, estates will usually pay little-to-no money to the government through taxes, unless there are debts owed to governmental agencies such as Medi-Cal. The two main types of tax to[...]