California Office
10073 Valley View Street, #231
Cypress, CA 90630
Phone: 714-527-7147
Fax: 571-522-1964
Virginia Office
12500 Fair Lakes Cr Suite 100
Fairfax, VA 22033
Phone: 571-522-6393
Fax: 571-522-1964
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We hope this newsletter finds you well. We are writing to you this month because, although the economic downturn can seem daunting, opportunities exist at this moment that, when properly implemented, allow individuals and families to permanently protect their estate from the federal estate tax. The combination of several factors make this a perfect time to implement an estate planning strategy that takes advantage of current circumstances. |
Most people who go through probate do not wish to repeat
the experience. Probate is a process by which the Court
supervises the final payments of the decedent's debts and
expenses and then distributes the remaining estate to the
beneficiary. |
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At the beginning of every year I try to touch base will
all of my clients. For those of you who have not heard from
me yet you will. Part of my service is to help you assess what
has changed in your life since we last talked. I then determine
if any of your life changes require any legal amendments or
codicils. Here are some life issues for you to consider. |
The Benefits of a Living Trust in California There are four main benefits to a living trust. These are:
Probate avoidance, Privacy, Control, Decreasing your estate
tax burden. |
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There are four main benefits to a living trust. These are:
Probate avoidance, Privacy, Control, Decreasing your estate
tax burden. |
One of the biggest problems that concerns those with Special
Needs, and the families of those with special needs, is how to
take care of that person after the caretaker dies. Most of us
know that leaving money to someone who is receiving government
assistance is a recipe for disaster. |
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This January, the Federal Government increased the amount
of money that a person can pass on to their heirs, estate
tax-free from $1,500,000 to $2,000,000. The amount is scheduled
to increase again in 2009 to $3,500,000 and unless the government
changes its direction, the estate tax will be eliminated in
2010. |
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To receive our current monthly newsletter, please contact Julie@Rhonda4law.com.