Qualls Law Firm

03/05/2025

First live webinar this week. I'll be covering everything including why many plans don't work, and how to make sure yours does.

A Live Webinar starting at 7 Mar, 2025 @ 12:00 pm PST hosted by Brian Qualls.

02/11/2025

Have received a fair amount of inquiries from clients about this topic since the LA fires, so a post seemed appropriate.

In the aftermath of the Pacific Palisades fires, we received many inquiries from concerned clients regarding coverage for trust property.

02/02/2023

My recent blog post breaks down the current estate and gift tax exemption and provides practical tips for how to plan for when the exemption is cut by 50% in the coming years. Feel free to share.

2023 marks the highest estate and gift tax exemptions to date. Someone who passes away in 2023 with less than $12.92 million in assets won't pay any federal tax on the transfer of that wealth. Married couples have the ability to double that exemption to $25.84 million.

05/06/2022

Today is exciting. I just realized we are on page 1 of Google for the terms "online estate planning" and "virtual estate planning" without ever doing a single paid ad.

10/01/2021

Although we don't appear to have a government shutdown looming tonight (thank goodness), this hotly contested reconciliation bill has broad impacts related to estate planning.

Bill provisions reduce the Estate Tax Exemption from $11.7 Million down to $5 Million adjusted for inflation. effective next year.

05/05/2021

Providing my busy clients with a video review of their draft documents is just one of many ways we try to make the estate planning experience an easy one.

04/30/2021

Practical discussion of how the tax plan unveiled this week may (or may not) affect our loved ones.

Biden's American Families Plan focused on increasing capital gains taxes, but not estate taxes.

04/28/2021

Drafted a complete Trust package and recorded 5 deeds by 9am. How's your day going!?

04/16/2021

Been too busy with the work to post much for a bit; however, I simply want to say that we have the BEST clients, and that I am very thankful for that. That is all :)

11/13/2020

Cards like this mean a lot, especially when the clients describe the estate planning process as “dare we say, enjoyable!” Makes me happy 😊

10/01/2020

New California law just signed provides some meaningful asset protection for homeowners. 👏🙂👇

Effective January 1, 2021, the new homestead exemption will have a minimum baseline of $300,000, and can be as high as $600,000 depending on the county.

09/23/2020

Grateful for such considerate clients who delivered these to our office today.