FREE Information Kit!

To save you time and not clutter up your mailbox, we'll tell you which FREE product(s) you should select below based on the value of your estate. If you don't know the value of your estate, visit our estate tax calculator and find out before selecting your product(s). You might be surprised (shocked!) at how much Uncle Sam is planning to confiscate from your estate when you die. A Free Kit will be sent to all requests from my immediate area. All contact information is required to receive your free kit.

• Understanding Living Trusts^®

  Avoid Probate, Save Taxes, and More

  Just about everyone needs this brochure, regardless of the size of your estate.

• Understanding Estate Taxes

  Strategies to Reduce/Eliminate your Estate Taxes

  For estates valued at more than $1,000,000.

• Who Should Be Beneficiary of Your IRA

  How to Turn a Modest Inheritance Into Millions for Your Family

  For estates which include IRAs.

• Understanding Corporate Trustees

  Reasons To Have A Professional Help You Build/Protect Your Wealth

  For estates with $100,000+ in liquid assets (cash, stock, bond, IRAs & retirement plans).

• Understanding Life Insurance Trusts

  How To Reduce Or Eliminate Your Estate Tax Cost

  For estates valued at more than $1,000,000.

• Understanding Charitable Remainder Trusts

  How to Secure a Lifetime Income, Save Taxes & Benefit a Charity

  For estates valued at $1,000,000+ and include a highly appreciated asset you'd like to sell.

• Financial Organizer

  Everyone needs this! Great to get yourself organized.

• Medi-Cal Planning

  New Legislation - If you or your loved one is concerned about the cost of nursing home care in California, this simple primer will held you get acquainted with the basic rules for eligibility. Further, an understanding of these rules can help you avoid costly mistakes! Don't give your property to your children or another to avoid a recovery by the State of California until you seek the counsel of a qualified, experienced elder law attorney. -- And whatever you do, do NOT invest your funds in an annuity (in order to establish eligibility) until you review your options. You and your family deserve to entitled to benefits of which you are unaware. Knowledge is Power!
  
  

• What can go WRONG with your "Living" Trust?

  Don't make the mistake of believing that ALL revocable "living" trusts meet you present needs. Your "living" trust may be outdated and require review in view of current law. Further it may be faulty due to poor draftsmanship or other errors. It may have been prepared by a non-attorney or "trust mill". Importantly, your "living" trust may not have included consideration of your qualified plan or individual retirement accounts. If your estate plan was created more than five (5) years ago, review this timely article that points to common errors or seek the counsel of a Certified Specialist in Estate Planning, Trust and Probate Law.