A Premier Law Firm ~ Real Estate Law · Business Law · Wealth & Estate Tax Planning

Spierer, Woodward, Corbalis & Goldberg, established in 1978, has earned the reputation as a premier California and Colorado law firm, emphasizing business law, real estate law, estate planning, and family office legal services.

Taking Advantage of Temporary Gift Tax Exclusion

Published on August 2, 2013 by

There is an interesting article in the Wall Street Journal today on taking advantage of the temporary gift tax exclusion. The gist of the article is that affluent families are “holding off” from gifting in some circumstances out of either (a) desire to not undermine the work ethic of their ...

Published in Estate Planning
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Death Tax Coming Back with a Vengeance in 2011

Published on November 22, 2010 by

It is now all but certain that we will have an estate tax in 2011, and it will be harsher than any other system we have had before in this regard since 2001, with the estate tax lifetime exclusion reduced to $1 million and the top tax bracket at 55%!

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Published in Asset Protection
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Transferring a Residence for Estate Tax Planning

Published on October 27, 2010 by

There is an excellent article today in the NY Times about transferring one’s residence to loved ones in order to reduce applicable estate taxes.

Although there are no estate taxes this year (UNLESS Congress passes a law retroactively - a lower percentage possibility BUT still possible), next year the tax ...

Published in Estate Planning
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Checklist for Probate or Trust Administration

Published on October 19, 2010 by

The loss of a loved one is a traumatic event, and if you have been designated in your recently deceased loved one’s will or trust as the executor of their estate or trustee of their trust it is three times as hard .

You are not only grieving for your ...

Published in Estate Planning
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Don’t Waste Money on Your Attorney!

Published on October 19, 2010 by

There is nothing that your attorney cannot figure out given enough time.

But that’s expensive.

The client who appears for a meeting with a shoe box full of documents in disassociated condition will pay more in attorneys fees just to get organized or to have the attorney organize their files.

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Published in Business
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