Pioneers and nationally recognized leaders in estate planning.

650.493.8070 local

800.244.9424 toll-free

Contact Us


Exclusive Peace Of Mind Webinars are posted here when announced.

Peace of Mind Webinar


Planning to Avoid the 40% Estate Tax

Tuesday, August 4th at 1:00 PM PST (via Zoom)

Michael Gilfix and Mark Gilfix will give you an update about estate tax legislation and where we think it is going. While the current level of estate tax protection is very high, it will drop to $6 million per person on January 1, 2026. If you own a home in the area, it suggests that you may have exposure in the future because of inevitably increasing home prices and other factors. 

There is also the very real possibility that the level of estate tax protection will drop in coming years. There is also increasing discussion of an “inheritance tax,” which would separately tax assets received by a beneficiary. Currently, the receipt of an inheritance is not a taxable event.

In this webinar for members of the Peace of Mind program, we will identify planning techniques and tools that can be used to reduce estate tax exposure.