Personal estate planning counsel in Northern California
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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
Counsel
Elaine Andrews, Certified Specialist
Office
10270 Donner Pass Road, Truckee
First meeting
Free initial consultation

§ 1

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.

§ 2

Personal and business planning

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

Tax Planning · Truckee, California

§ 3

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.

§ 4

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.

California at a glance

Tax Planning, by the numbers that matter.

Annual gift exclusion
$19,000 per recipient (2026)Married couples who split gifts can give $38,000 per recipient without using exemption.
Step-up in basis
Fair market value at deathInherited assets generally take a new basis equal to value at death (Internal Revenue Code §1014).
Community property
Both halves can step upAt the first spouse’s death, both halves of community property can receive a new basis (IRC §1014(b)(6)).
California
No estate, inheritance or gift taxCalifornia income tax can still apply to trust and estate income.

General California and federal information current as of 2026. Figures adjust over time and every situation is different; confirm how a rule applies to you before acting.

Where careful planning pays off.

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.

How tax planning moves forward.

Four stages, with direct attorney guidance from the first conversation to the last document.

  1. Stage 1

    Consultation

    Talk through your family, property and goals at a free first meeting.

  2. Stage 2

    Plan design

    Choose the documents and structures that fit, with scope and fees agreed before drafting.

  3. Stage 3

    Signing & funding

    Sign with the required formalities, then retitle assets so the plan actually works.

  4. Stage 4

    Review

    Revisit the plan after a marriage, birth, death, move, sale or change in the law.

In clients’ own words.

All client reviews
Read our reviews on GoogleEvery review is posted by a client directly on the firm’s Google Business Profile.

Frequently asked questions

Questions clients ask about tax planning.

Straight answers to start with. Bring your own documents and circumstances to a free consultation for advice that fits.

All frequently asked questions
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.

Beyond Truckee

Tax Planning in nearby communities.

Connected decisions

Start with one clear conversation.

Bring your questions, your documents and the decisions you want help with. The first consultation is free.

Request a consultation (530) 550-8736