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  2. California State Board of Equalization - Wikipedia

    en.wikipedia.org/wiki/California_State_Board_of...

    The California State Board of Equalization (BOE) is a public agency charged with tax administration and fee collection in the state of California in the United States.The authorities of the Board attempt to ensure that counties fairly assess property taxes, collect excises taxes on alcoholic beverages, administer the insurance tax program, and other tax collection related activities.

  3. Estate planning - Wikipedia

    en.wikipedia.org/wiki/Estate_planning

    Estate planning is the process of anticipating and arranging for the management and disposal of a person's estate during the person's life in preparation for future incapacity or death. The planning includes the bequest of assets to heirs, loved ones, and/or charity , and may include minimizing gift, estate, and generation-skipping transfer taxes .

  4. California Department of Tax and Fee Administration - Wikipedia

    en.wikipedia.org/wiki/California_Department_of...

    The collection of almost all state sales taxes and special fees, prior to the formation of the Administration, was handled by the California State Board of Equalization, a constitutional body composed of constitutional offices; despite almost a century of attempts to reform the Board, owing to various corruption-related concerns, these efforts were not successful for most of its history. [3]

  5. Joint Revocable Trust: Estate Planning - AOL

    www.aol.com/finance/joint-revocable-trust-estate...

    For many couples, a joint revocable trust is a valuable estate planning tool. They can be easier to manage than separate trusts and administration costs may be lower.

  6. Estate Tax vs. Inheritance Tax: What’s the Difference? - AOL

    www.aol.com/estate-tax-vs-inheritance-tax...

    For example, the federal estate tax rate ranges from 18% to 40%, depending on the estate’s value. Estate planning strategies: You can gift your assets during your lifetime or set up trusts ...

  7. How to Get a Small Estate Affidavit in California - AOL

    www.aol.com/news/small-estate-affidavit...

    California allows a person with a claim to assets in the estate of someone who has died to collect them without going through formal probate by using an affidavit for collection of personal ...

  8. QTIP Trust - Wikipedia

    en.wikipedia.org/wiki/QTIP_Trust

    QTIP trust is a type of trust and an estate planning tool used in the United States. "QTIP" is short for "Qualified Terminable Interest Property." A QTIP trust is often used in order to take advantage of the marital deduction and still control the ultimate distribution of the assets at the death of the surviving spouse.

  9. Retirement vs. Estate Planning: Do You Really Know How They ...

    www.aol.com/retirement-vs-estate-planning-really...

    Estate planning is the process of arranging for the management and distribution of a person’s assets after death. The primary goals of estate planning are to ensure that your wishes are carried ...

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