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Reverse Estate Planning to get a step up in basis

Posted by John B. Palley on Friday, February 27th, 2015 in Estate Planning, Taxes
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I heard a great presentation recently by a CPA. He was talking about, what he calls, “reverse estate planning.” Say what? Well, we all know that the focus in estate planning has changed from estate taxes (death taxes) to capital gains tax (income taxes). This CPA had a great idea to improve people’s basis. As […]

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Top 10 Estate Planning Mistakes

Posted by John B. Palley on Wednesday, February 11th, 2015 in Estate Planning, Life Insurance, Trusts
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As a California estate planning and probate attorney I see both sides.  I see the planning process and I see what happens, after death, when the planning wasn’t done right.  Here is a top 10 list of estate planning mistakes: 10. Name your estate the beneficiary on your IRA, 401k, and other retirement plans. This […]

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