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2023 Estate Planning - What's New and What's Different?


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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