by admin-jaco | Feb 14, 2026 | Estate Planning and Probate
A major shift in federal estate planning arrives in 2026. Under the One Big Beautiful Bill Act (OBBA), the federal estate, gift, and generation-skipping transfer (GST) tax exemption increases to $15 million per individual—with portability allowing married couples to...
by admin-jaco | Dec 22, 2021 | Estate Planning and Probate
A Probate is a way to settle a deceased person’s estate. If they died with a Will, then the listed beneficiaries will receive their estate accordingly. The Probate will proceed intestate if they died without a Will. There is a statute in New Mexico about which next...
by admin-jaco | Dec 21, 2021 | Estate Planning and Probate
It’s a confusing comparison for most potential new clients. Folks often feel a Trust is better but they have no idea why. The answer to the question always lies in exploring the clients’ assets and goals. As a California native and practitioner, I strongly believe a...