Tag: High Net Worth

California Dynasty Trust? Timeline, Tax, and Legal Hurdles 

Introduction A Dynasty Trust is a powerful estate-planning tool that can protect wealth for multiple generations often 100 years or more. But in California, unlike states like Nevada or South Dakota, dynasty trusts face legal limitations, high taxation, and regulatory complexity. In this 2025 guide, we’ll break down how dynasty trusts work, what’s allowed under […]

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California’s Estate & Inheritance Taxes: Who Pays & How Much? (2025 Edition)

Introduction If you live in California or inherit assets from someone who did, you may wonder whether estate or inheritance taxes apply. While California has no estate or inheritance tax, large estates may still be subject to federal estate tax and other income tax consequences. Here’s what you need to know in 2025. Does California […]

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