What should I prepare for a tax planning meeting?

Bring recent returns, existing estate documents, an asset summary, and relevant business records. Identify the decisions you are considering and any upcoming deadlines.

Can I discuss personal and business questions together?

Yes. Explain both areas at intake so the consultation can address their relationship. Separate ownership and income records help make the discussion more useful.

Can estate planning be part of the review?

Yes. Bring your current will, trust, and information about planned transfers. The discussion can identify estate-related tax questions that deserve further attention.

Will a strategy guarantee a particular tax saving?

No. Results depend on your facts, the applicable rules, and implementation. Ask about the assumptions, limitations, and responsibilities behind each proposed option.

What changes should I mention?

Mention changes in income, ownership, family circumstances, or major planned transactions. Include advice already received from other professionals so the review begins with a complete picture.

Kings Beach, California — North Shore, Lake Tahoe

Planning across personal, business, and estate goals

Tax Planning Attorney in Kings Beach, CA

Bring your financial priorities into focus with a tax planning discussion that considers efficiency, compliance, and your long-term wishes.

Free consultation (530) 550-8736

County: Placer County
Probate venue: Superior Court of California, County of Placer
Route to our office: State Route 267 north to Truckee
Region: North Shore, Lake Tahoe

Look at the whole picture

The Andrews Law Firm helps Kings Beach clients review tax questions across individual finances, business interests, and estate plans. The starting point is your situation, followed by strategies suited to your goals and legal obligations.

Individual planning

Understand your obligations and examine available planning opportunities in the context of your broader financial picture.

Homes and community life in Kings Beach, California — Kings Beach Placer County, California

Business and estate decisions

Business goals and estate transfers can raise different tax questions. Review each area and identify where the decisions overlap.

Compliance and risk

A useful strategy considers the rules as well as potential savings. Review current law and the facts that support a proposed approach.

A worked example

Why the step-up matters.

Parents bought a Kings Beach 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 Placer County

The same state law, applied to Kings Beach property.

Kings Beach is on Lake Tahoe's North Shore in Placer County, minutes from the Nevada state line. Families here often hold property or accounts on both sides of the line, and planning that keeps out-of-state real estate in a trust can avoid a second probate in 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 Kings Beach.

Personalized options: Tailor the discussion to your circumstances.
Connected priorities: Consider personal, business, and legacy decisions together.
Ongoing review: Adapt as finances and tax rules change.

More for Kings Beach 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: Truckee Tahoe City 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 Kings Beach families.

What should I prepare for a tax planning meeting?: Bring recent returns, existing estate documents, an asset summary, and relevant business records. Identify the decisions you are considering and any upcoming deadlines.
Can I discuss personal and business questions together?: Yes. Explain both areas at intake so the consultation can address their relationship. Separate ownership and income records help make the discussion more useful.
Can estate planning be part of the review?: Yes. Bring your current will, trust, and information about planned transfers. The discussion can identify estate-related tax questions that deserve further attention.
Will a strategy guarantee a particular tax saving?: No. Results depend on your facts, the applicable rules, and implementation. Ask about the assumptions, limitations, and responsibilities behind each proposed option.
What changes should I mention?: Mention changes in income, ownership, family circumstances, or major planned transactions. Include advice already received from other professionals so the review begins with a complete picture.

From Kings Beach to a plan you can rely on.

From Kings Beach, take State Route 267 north to our office at 10270 Donner Pass Road, Truckee, CA 96161. If the drive is difficult, ask about meeting arrangements when you call.

Book a free consultation Call (530) 550-8736