Helene P.Dreyer Koch is an estate planning attorney in Indian Wells, California, focusing on Wills, Trusts and Probate. She is also a skilled legal writer and dynamic public speaker. (760) 360-2400.
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Category Archives: Tax Issues
There are several types of tax that may apply when a person dies. Failure to plan for these may result in higher taxes, imposition of penalties or interest, and lost opportunities. Some of these taxes are: Federal & State Income … Continue reading
Why should I make a trust? This is a common question. In this series of posts, here’s twenty great reasons to have a trust! Part D: Trusts Offer Better Tax Planning. 15. A trust allows you to take advantage of marital … Continue reading
The estate tax and the inheritance tax are both taxes imposed on property when a person dies. There are three types of tax that might effect an inheritance: state and federal income tax, state inheritance tax, and federal estate tax. … Continue reading