Fremont Estate Planning Blog
Posted on Feb 14, 2013
Estate Planning Key indexed figures 2012 2013 Annual gift exclusion: $13,000 $14,000 Gift and estate tax applicable exclusion amount: $5,120,000 + DSUEA 1 $5,250,000 + DSUEA 1 Noncitizen spouse annual ...
Continue reading "Estate Planning - 2013 Gift Tax Rates & Schedule" »
Posted on Jan 25, 2013
HOLDING REAL ESTATE IN CALIFORNIA: Benefits of a LLC and a Trust Owning investment properties can produce big rewards, but also big problems. This is why it is important to hold title to your property ...
Continue reading "HOLDING REAL ESTATE IN CALIFORNIA: Benefits of a LLC and a Trust" »
Posted on Jan 11, 2013
The new year began with some political drama, as last-minute negotiations attempted to avert sending the nation over the " fiscal cliff." Technically, we actually did go over the cliff, ...
Continue reading "Estate Planning in 2013" »
Posted on Nov 8, 2011
9 Estate Planning Success Tips Keep your will or trust up to date. Keep your legal residence address, marriage status, children, guardian list, etc. updated. Keep track of beneficiaries for all of ...
Continue reading "9 Estate Planning Success Tips" »
Posted on Oct 17, 2011
What is Probate? If a person executes only a will or fails create Estate Planning documents, then at their death their estate will be subject to probate. Probate is a court procedure that oversees ...
Continue reading "What is Probate?" »
Posted on Aug 26, 2011
Estate Planning with 529 Plans Not only are 529 plans an excellent way to fund a child's future college expenses, but 529 college savings plans are also an important estate planning tool. In fact, ...
Continue reading "529 Plans & Estate Planning" »
Posted on Aug 19, 2011
Historically, in 2009 the Estate Tax exemption was $3.5 million per person and anything above that amount was taxed at 45%. President Obama signed the Tax Relief Act into law on December 17, 2010, ...
Continue reading "Simple Ways to Avoid Paying Extra to Uncle Sam" »
Posted on Aug 13, 2011
Unfortunately, no one has a crystal ball to predict the future or if and when someone will become mentally incapacitated or when someone will die. If you do not have an estate plan, then you and your ...
Continue reading "Be Smart, Create an Estate Plan!" »
Posted on Aug 8, 2011
Our lawyers are pleased to announce the launch of our Fremont estate planning blog,
Continue reading "Welcome to our Fremont Estate Planning Blog" »