When Do We Need to Review Our Estate Plan?
As an estate planner, my primary goal is to help you ensure that your assets are distributed according to your wishes after you pass away.
Klaus Gottlieb
March 17, 2024
Estate Taxes in 2025: Wait Until Too Late?
The historical record We created the following graphic about the historical development of the estate tax using the raw data compiled by Mark Luscombe and
Klaus Gottlieb
March 12, 2024
Charitable Remainder Unitrust Calculator with Monte Carlo Simulation
Use Calculator What is a Charitable Remainder Unitrust (CRUT)? A Charitable Remainder Unitrust (CRUT) offers a unique opportunity for individuals to support their favorite charitable
Klaus Gottlieb
March 5, 2024
Estate Tax Planning: Portability, Bypass and QTIP Trusts Explained
What is portability? In simple terms, portability means that when the first spouse dies, if the value of his or her taxable estate plus adjusted
Klaus Gottlieb
March 3, 2024
Charitable Remainder Trusts: How the IRS 7520 Rate Determines your Income Tax Savings
In the realm of charitable giving and financial planning, Charitable Remainder Unitrusts (CRUTs) offer a compelling blend of philanthropy and fiscal prudence. For a basic
Klaus Gottlieb
February 25, 2024
Top San Luis Obispo Trust Attorney Klaus Gottlieb Recognized
Originally Published by Cision PRWeb Feb 15, 2024, 16:03 ET Klaus Gottlieb, an Estate Planning Lawyer based in San Luis Obispo, has been honored with two
Klaus Gottlieb
February 18, 2024
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