In this segment of Money Matters, Erika Gasaway provides an introduction to the 120 day statute of limitations for contesting a trust that begins when the trustee issues a notification pursuant to Probate Code Section 16061.8. read more

This letter provides updates related to estate, gift and generation-skipping transfer taxes and the extension of time to file a portability election. read more

As you continue to deal with the personal and legal implications of this crisis, Hopkins & Carley is here to help. Three factors existing at this moment combine to create an historic opportunity to transfer wealth to your family and other beneficiaries read more

We hope you are well and safe during this stressful time that is challenging both personally and financially for many. As you begin to deal with the personal and legal implications of this crisis, Hopkins & Carley is here to help. read more

This letter discusses major planning issues related to recent estate and gift tax developments. Specifically, this letter highlights key aspects of the recently enacted Setting Every Community Up for Retirement Enhancement Act (the "SECURE Act"), which makes significant changes to retirement plans. read more