Estate Planning

Introduction to Estate Planning

I hosted an Introduction to Estate Planning seminar at the Dana Point Library yesterday. The people in attendance found the information to be stimulating and "seed planting" as one person referred to it. Here's my powerpoint presentation. Hope you find it helpful with your own estate planning education. Introduction to Estate Planning I am also including the handout to… Continue reading Introduction to Estate Planning

Estate Planning

Updates to Federal Estate Tax Law (2011)

    For people dying in 2011 and 2012, the exemption amount for paying no federal estate taxes has been increased from $3.5 million to $5 million. The gift tax exemption amount and generation-skipping exemption amount has also been increased to $5 million. The tax rate for estates above $5 million for all three taxes will now be 35%. … Continue reading Updates to Federal Estate Tax Law (2011)