Where should I start if my finances are changing?

Describe what has changed and the decisions ahead. Bring recent returns, asset records, and existing planning documents so the consultation can focus on your current priorities.

Can the review cover more than this year’s taxes?

Yes. Explain your business, retirement, and estate goals as well as current concerns. Planning can examine how decisions made now relate to future obligations.

What business information should I bring?

Bring ownership and formation documents, relevant agreements, and recent financial and tax records. Include any proposed changes in ownership or business structure.

Can an existing estate plan be considered?

Yes. Bring the complete will or trust and information about the assets it is intended to address. The review can identify related tax planning questions.

When should I request another review?

Ask about changes in income, assets, business interests, family circumstances, or law. A review can determine whether the earlier approach still fits your goals.

Truckee, California — Truckee & Donner Summit

Plan with clarity at every stage

Tax Planning Attorney in Truckee, CA

Bring personal, business, and estate tax questions into one discussion focused on your present priorities and future goals.

Free consultation (530) 550-8736

County: Nevada County
Probate venue: Superior Court of California, County of Nevada
Our office: In town · 10270 Donner Pass Road
Region: Truckee & Donner Summit

Make your financial decisions work together

The Andrews Law Firm helps Truckee clients review their finances from a tax perspective. Planning considers lawful efficiency, available resources, and future obligations while respecting the requirements that apply to your circumstances.

Personal and business planning

Evaluate individual finances and business needs separately, then consider how their tax questions connect.

A calculator, reading glasses and account statements by a window in Truckee, California — Truckee Nevada County, California

Estate and legacy goals

Review the potential tax implications of passing assets to beneficiaries. Appropriate strategies depend on the estate and current law, rather than a promise to eliminate tax.

Planning through life changes

Starting a career, building a business, and preparing for retirement can raise different priorities. Revisit the discussion as your finances and responsibilities evolve.

A worked example

Why the step-up matters.

Parents bought a Truckee home for $300,000. It is worth $1,100,000 today, and the child will sell it.

Inherited at death

Child’s basis: $1,100,000
Sale price: $1,100,000
Taxable gain: $0

Internal Revenue Code §1014: basis steps up to value at death.

Given during life

Child’s basis: $300,000
Sale price: $1,100,000
Taxable gain: $800,000

Internal Revenue Code §1015: a gift carries over the parents’ basis.

Simplified illustration: selling costs, improvements and exclusions are ignored.

California rules that apply in Nevada County

The same state law, applied to Truckee property.

Truckee households often combine full-time residents with owners of second homes in neighborhoods such as Tahoe Donner. Truckee is in Nevada County, so a probate or conservatorship for a Truckee resident is generally filed in the Superior Court of California, County of Nevada.

Read the full tax planning guide

$19,000 per recipient (2026)Annual gift exclusion
Married couples who split gifts can give $38,000 per recipient without using exemption.
Fair market value at deathStep-up in basis
Inherited assets generally take a new basis equal to value at death (Internal Revenue Code §1014).
Both halves can step upCommunity property
At the first spouse’s death, both halves of community property can receive a new basis (IRC §1014(b)(6)).

Worth settling early in Truckee.

Financial efficiency: Consider the tax effects of important decisions.
Future obligations: Prepare for questions that extend beyond the current year.
Current rules: Review relevant federal and state requirements.

More for Truckee families.

Estate PlanningWills, trusts, powers of attorney and health care directives drafted to work together. Living TrustsRevocable trusts that keep funded assets out of probate and under your control. Trust AdministrationTrustee guidance through notices, inventory, taxes, accountings and distribution. ProbateCourt-supervised administration for assets left outside a trust. Small Estate AdministrationSimplified California procedures for estates under the statutory limit. Conservatorship & GuardianshipCourt-supervised protection for adults and minors, and the alternatives to consider first. Asset ProtectionLawful structures that reduce avoidable exposure for personal and business assets. Estate Tax PlanningFederal estate tax, portability and transfer planning for larger estates. Business SuccessionOwnership and leadership transitions written into your estate plan. All practice areasEstate planning, trusts, probate, tax and protective proceedings.

Tax Planning in other communities: Tahoe City Kings Beach Homewood Sierraville See all areas served

In clients’ own words.

All client reviews

    
 
 
       Posted on Google  
   
   Ronald Schmader 
 
 
 
 Trustindex verifies that the original source of the review is Google. As grieving parents of our deceased son, we were in need of guidance with regard to what do we do next.  Our son was without a will and, we had no experience with how to proceed. Luckily, we contacted Elane at the Andrews Law Firm Truckee who immediately understood our situation and was able to provide the information we needed and the necessary legal paperwork to resolve our problem. Our problem was magnified by the fact that we live in Milwaukee and involved my son's car for which we could not find the title. Rather than have to return to Truckee after 40 days to request a new title, Elane assisted us in creating a power attorney for a friend in Truckee which negated our having to return to Truckee from Milwaukee to simply apply for a new title. We are very appreciative with the help we found at The Andres Law Firm Truckee. Thank you, Elaine!
  
 
      Posted on Google  
   
   David VanderJagt 
 
 
 
 Trustindex verifies that the original source of the review is Google. We really appreciate all the excellent work the Andrew’s Law Firm has done with updating our Trust. Her attention to detail is very appreciated and guiding us through our Trust planning has been exemplary . David and Linda VanderJagt
  
 
      Posted on Google  
   
   I “Sue” S 
 
 
 
 Trustindex verifies that the original source of the review is Google. Quick and efficient handling of my new Trust.
  
 
      Posted on Google  
   
   Stephanie (Lady Lebala) 
 
 
 
 Trustindex verifies that the original source of the review is Google. We were referred to Elaine Andrew's law firm through a friend and I'm very happy we went and sat down with her.   She quickly recognized a few mistakes in our previous trust and worked to correct them and ensure that our trust followed all legal requirements.  We now feel confident that we have a very solid trust for the future.
  
 
      Posted on Google  
   
   Cindy Ann Homer 
 
 
 
 Trustindex verifies that the original source of the review is Google. Elaine was very supportive and professional.  She sincerely listened to my concerns and questions.  She advised me of California Laws and guided me through the process of what steps would be the best for preparing my will.   Kenneth reviewed page by page of my will with me (before signing) and answered all of my questions. I highly recommend The Andrews Law Firm they made my dreaded will preparation bearable.  Thank you.
  
 
      Posted on Google  
   
   Linda Smith 
 
 
 
 Trustindex verifies that the original source of the review is Google. Process was quick and easy. Appreciated all the help they provided.

This testimonial or endorsement does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.

Frequently asked questions

Questions from Truckee families.

Where should I start if my finances are changing?: Describe what has changed and the decisions ahead. Bring recent returns, asset records, and existing planning documents so the consultation can focus on your current priorities.
Can the review cover more than this year’s taxes?: Yes. Explain your business, retirement, and estate goals as well as current concerns. Planning can examine how decisions made now relate to future obligations.
What business information should I bring?: Bring ownership and formation documents, relevant agreements, and recent financial and tax records. Include any proposed changes in ownership or business structure.
Can an existing estate plan be considered?: Yes. Bring the complete will or trust and information about the assets it is intended to address. The review can identify related tax planning questions.
When should I request another review?: Ask about changes in income, assets, business interests, family circumstances, or law. A review can determine whether the earlier approach still fits your goals.

Right here in Truckee.

Our office is at 10270 Donner Pass Road, Truckee, CA 96161. Ask about meeting arrangements if getting to the office is difficult.

Book a free consultation Call (530) 550-8736