The Daily Journal has selected Hartog, Baer & Hand among its 20 “Top Boutiques in California” for 2019!  

David Little was elected as a Fellow of the American College of Trust and Estate Counsel (ACTEC).

The 2017 Tax Cuts and Jobs Act became law on December 22, 2017, with most provisions becoming effective on January 1, 2018. Some provisions are permanent, while others expire. Most significant for gift and estate tax purposes is the temporary doubling of several exemptions.

Is this a good time to update your estate plan? Any time is a good time for review, and an unanticipated consequence of Sheltering in Place may be that individuals will do so.