In this timely webinar, attorneys Michael Gilfix and Mark Gilfix discuss updates in 2023, including:

Gifts – the Annual Exclusion
Estate Tax – Increased Opportunity and Planning Options
Medi-Cal – New Eligibility Guidelines and Asset Preservation
529 (Plans) and Crummey Trusts
Prop 19 and Saving the House for the Kids

Chapters:
0:00 Video starts – Topic introduced
1:17 2023 Estate Planning Changes – Overview
2:40 Who We Are
3:22 2022 Election Outcomes: Few New Laws Expected
4:07 ABLE Act in California (CalABLE)
6:50 Medi-Cal Eligibility, Planning
14:55 Estate and Gift Tax Changes
17:06 Critical Estate Tax Planning
20:23 Retirement Accounts: SECURE Act
23:12 Massive Property Tax Problem: Prop 19
28:55 2023 Planning Checklist
32:48 Overcome the 3 Ds: “Danger of Delay and Denial”
34:00 Stay Tuned for More Webinars
34:30 Take Action: Gilfix & La Poll – Contact us
35:57 Questions from Webinar Participants Answered

This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues.

To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com…(read more)

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