Search the Asset Protection Blog

2 search results for: estate planning

Gift Now!

Author: Jacob Stein • Tags: estate planning, estate tax, family, living trust, tax law • Posted on: Nov 09, 2012

With Democrats retaining control of the White House and of the Senate it is very unlikely that there will be an extension of the current $5 million exemption for transferring assets to children by gift or on death. On January 1, 2013 the exemption drops to $1 million and the tax rate goes up from 35% to 55%. We strongly encourage all of our clients (and all taxpayers) to gift today and take advantage of the $5 million exemption before it disappears. The difference between what you children will get if you plan today, versus putting it off until 2013 is literally in the millions. Gift Now!

Keep reading →

New Class on Estate Planning

Author: Jacob Stein • Tags: cpa, estate planning, seminar • Posted on: Oct 13, 2010

By the time 2010 draws to a close I will end up having taught well over 50 seminars this calendar year.  Most are full day programs.  It is hard work, but I enjoy teaching, and it keeps me out of trouble.

Keep reading →

Latest Video Bob Klueger Estate Tax Law Video Bob Klueger talks about the effects of the new tax law.
Featured Article
RobbReport.com speaks with asset protection specialist Jacob Stein of Klueger & Stein, LLP in Los Angeles about the importance of protecting valuable assets, such as your private residence, rental real estate, investments and retirement plans.