Month: August 2024

Estate Tax Sunset in 2026: What to Know and How to Prepare

by Barulich Dugoni Suttmann & Cummins Law Group, Inc. | Aug 23, 2024 | Estate Planning

The current record-high federal estate and gift tax exemptions are set to expire in 2026. Currently, people can gift a certain amount during their lifetimes, but these limits could be halved in 2026 unless Congress extends the duration or makes the amendments...

California Trust Administration Checklist

by Barulich Dugoni Suttmann & Cummins Law Group, Inc. | Aug 2, 2024 | Trust Administration

The job of caring for assets after a loved one's death involves various important and complex duties. This person — known as a trustee — will be responsible for filing income tax returns, communicating with the people who will receive the assets and managing the...

Month: August 2024

Estate Tax Sunset in 2026: What to Know and How to Prepare

California Trust Administration Checklist

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