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Estates and Trusts - Estate Planning for California

Estate Planning for California

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Estates and Trusts - Estate Planning for California | estatesandtrusts.com Reviews
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Estate Planning for California
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1 Estate Planning
2 living trusts
3 wills
4 estate plan
5 power of attorney
6 gift taxes
7 estate taxes
8 taxes
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10 estate
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services,questions,attorneys,testimonials,offices,estates and trusts,estate planning basics,kristen bargmeyer
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Estates and Trusts - Estate Planning for California | estatesandtrusts.com Reviews

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Estate Planning for California

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Estate Planning Basics | Estates and Trusts - Estate Planning for California

http://www.estatesandtrusts.com/estate-planning-basics

The best way to learn how estate planning can help you is to come to one of our free seminars. There you will gain a basic understanding of trusts and estate planning in general, including:. 1 Who will get my property and assets? 2 Who will assist me and manage my care if I cannot? 3 How can I reduce or avoid taxes? Come in for an appointment. Who would want to manage your affairs if you couldn’t? Who should come to the appointment? What should I bring? To begin your estate plan, we will ask for:. A Rout...

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Services | Estates and Trusts - Estate Planning for California

http://www.estatesandtrusts.com/services

We are committed to providing you with the best possible estate plan for your needs, with complete choice and control and maximum legal protection and savings for yourself and your heirs. We are committed to making sure you understand the process, feel confident about your decisions, and know that you have done something positive for yourself and your loved ones. We interview and listen to you to find out what you want and need need in your estate plan. A power of attorney for your finances. Hidden Treas...

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Attorneys | Estates and Trusts - Estate Planning for California

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She graduated in 2008 from the University of Minnesota Law School. Before opening her own firm, she worked for a research center at UC Berkeley Law School and at Community Boards mediation clinic in San Francisco. Peter J. Tamases. I am a member of the Board of Directors of the Oakland Ballet and the Board of the Crownridge Homeowners Association, in Oakland. Choosing a committee as Guardian. Hidden Treasures in Some Old Insurance Policies. A Routine Conservatorship, A Routine Tragedy.

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Questions | Estates and Trusts - Estate Planning for California

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How much is the estate tax exemption next year? This question refers to the federal estate tax. Congress has set a tax on every penny you leave behind when you die. Then they give you a credit (they don’t charge you) for the first part, up to a certain amount. That looks a lot like an exemption, and for practical purposes it works that way. What is this $11,000 tax exempt annual gifting that I keep hearing about? There are some major exceptions:. Gifts to qualified charities don’t count;. Many payments f...

5

Testimonials | Estates and Trusts - Estate Planning for California

http://www.estatesandtrusts.com/testimonials

Our business thrives by word of mouth! Here is what our clients are saying:. Living Trusts were something we had heard of, but didn’t know much about. We had no idea the difference one could make with our estate planning. At your seminar we learned so much, and we know we made a great decision having you do a trust for us. 8211; Dan and Regina Ellis, Berkeley, CA. You helped us through the whole process. We are so glad we did the trust – now we can really relax. Thank you! Choosing a committee as Guardian.

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Estates and Trusts - Estate Planning for California

Is certified by the California State Bar as a Specialist in Estate Planning, Trusts and Probate. The best way to learn how estate planning can help you is to come to one of our free seminars. There you will gain a basic understanding of trusts and estate planning in general, including:. How much is the estate tax exemption next year? Do you have a question about Estates and Trusts? Fill out the form below – we would love to hear from you!

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