Tag Archives: 2015 estate planning

Changes to Estate Planning in 2016: What Orange County Residents Need to Know

By John L. Wong, Esq. | Posted on February 12, 2016

2016 Estate Tax Rates What are the changes to estate planning in 2016? The American Taxpayer Relief Act of 2012 (the “Act”) made the following permanent: (1) the reunification of the estate and gift tax regimes, (2) the $5 million estate, gift and generation-skipping transfer (“GST”) tax exemptions, as increased for inflation (as discussed… Read More »