Tag Archives: estate planning

Estate Attorney Cleveland

Many bloggers, pundits and writers have opined about the potential transfer tax opportunities created by last year’s temporary repeal of the federal estate tax. While such opportunities may have existed, it is likely that those planning strategies will generally be suitable only for aggressive, sophisticated people who are fully advised by their estate attorney in Cleveland, or in any city, on the risks and uncertainties that exist.

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Estate Planning Attorneys San Diego

Estate planning laws have had to change dramatically over the years. At one time, estate planning meant hiring an attorney and having a will that would go through probate and, if a person was married, titling property jointly with a spouse. It conjured up visions of death and of wealthy families gathered in attorneys’ wood-paneled offices listening to wills being read. It suggested that the wealthy should plan so that they could avoid estate taxes. Changes nationally and in California laws, and the growth of those aged 65+ in San Diego, all contributed to changing views of finance, lifestyle, privacy, nontraditional families, and longevity of life have made estate planning far more interesting and, frankly, more compelling for a larger group of people than ever before.

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The Reasons For Estate Planning

The goal of estate planning is to help you distribute your lifetime accumulation of wealth at the least possible cost and in the most efficient manner — to transfer assets to your heirs with a minimum of estate shrinkage. Estate shrinkage is the depletion of assets caused by estate settlement costs, repayment of debt and estate tax liability.

Have You Planned For The Future? The answer lies in each of these questions — if you answer “No or I Don’t Know” to any of these questions, we recommend considering Estate Planning immediately.

  • Do you have a will?
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