Press containing comments by Clay R. Stevens on the possible estate tax law changes post election.
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Publications
No Easy Answers to Questions on Prop. 19 (“San Francisco Chronicle” – October 2020)
Press containing comments by Kelly Cruz on California property tax proposed changes.
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The Reverse Defective Grantor Trust (“Trusts & Estates” – October 2012, Updated October 2020)
This article is designed to illustrate the use of a reverse defective grantor trust and answer some questions you may have with regard to its use. View article
The 2020 Election and Estate Planning (“fathom” – September 2020)
Press containing comments by Rachel Lee and Clay R. Stevens on possible upcoming estate tax law changes.
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California Lawmakers’ Tax Voucher Stimulus Plan Poses Risks (“Bloomberg Tax” – August 2020)
Press containing comments by Clay R. Stevens on California tax law proposals.
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Estate Planning 101 for Dentists (Podcast – The Art of Dental Finance – July 2019)
Podcast episode featuring Kelly Cruz discussing the dangers of not having estate documents, how wills and trusts are used, and general planning for your family. The content is applicable to all individuals, not just dentists.
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5 Common Tax Myths Debunked (fathom – April 2018)
Press containing comments by Clay Stevens on common tax myths such as the benefits of charitable giving with appreciated stock and considerations around changing state residency to reduce state income taxes. View article
15 Money-Smart Things to Do for the New Year (“fathom” – January 2017)
Press containing comments by Kelly Cruz on financial tips for each year-end or new year. View article
Year-End Planning and Tax Reform (“fathom” – November 2017)
Press containing comments by Kelly Cruz on year-end planning and tax reform. View article
4 Ways to Transfer Wealth to Children (“fathom” – July 2017)
Press containing comments by Kelly Cruz on transferring wealth to children. View article