Estate Tax Update

What’s Hot in Estate Tax News

In the 2017 Legislation, effective January 1, 2018, the law doubles the estate, gift, and Generation Skipping Tax exemptions to $11.2 million for each taxpayer. This means that a couple can transfer up to $22.4 million dollars through gifts or their estate without incurring estate tax. For bigger or more complicated estates, we can do planning to reduce the tax impact.

Lori Silver offers estate planning, trustee, and probate and trust administration services to her clients. For more information,
READ MORE: Estate Planning  Estate Planning and Tax Reduction, Monterey
READ MORE: Trustee Services  Lori Silver Trustee Services
READ MORE: Probate & Trust Administration  Probate and Trust Administration in Monterey 

Call for an appointment to discuss your questions about estate taxes and estate planning.
(831) 375-3030

Lori Silver, Estate Planning Attorney in Monterey, California

Estate Tax Planning Attorney in Monterey

B. Jaffe, client of Lori Silver, Estate Planning Attorney, LLM, CPA, Monterey

Re: Estate Planning, Trust Preparation and Tax Services

From: B. Jaffee
“Lori Silver helped me with my estate planning as well as my tax-related work. She has the natural ability to explain very difficult concepts in basic terms so I can understand my finances. Lori spent a great deal of time talking to me about what would be best for my family's Trust. Her patience and understanding of family dynamics have enabled her to provide the best work possible for my family. No question is too small or unimportant, as Lori will spend whatever time necessary to help me, whether it's returning a phone call or meeting in person. Lori's expertise and knowledge in the areas of law, Trust preparation, and estate planning provide an amazingly strong foundation for her work, as she could help me with a variety of issues related to my estate. I have found Lori's work impeccable. Quite frankly, Lori Silver is an incredible 'find' within the field of tax and law! I would give Lori 6 stars (out of 5 stars!)” — B. Jaffee