Why a Living Trust?

In this video, Kyle explains why often a Revocable Living Trust is the most efficient mechanism for the administration and distribution of assets in the event of incapacity and upon death.

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Common Pot Trust

In this video, Kyle explains that equal is not always fair and describes how the Common Pot Trust can provide an fair mechanism to ensure that all beneficiaries of a trust are sufficiently “launched” into adulthood before dividing an estate into shares.

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Step-Up in Basis

In this video, Kyle explains the concept of a “step-up” in basis for capital gains tax and how married couples who own certain assets in community property states have an advantage.

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Preserving the California Prop. 13 Property Tax Base

Prop. 13 keeps California property taxes low for real property owners who have owned their properties for a long time. You can pass this favorable tax treatment to your children, but there are traps for the unwary. In this video, Kyle gives an overview of how Prop. 13 works in California and strategies for preserving the Prop. 13 property tax base for the family’s next generation.

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