|
|
 |
|
|
|
 |
Estate and Asset Transfer Planning
California’s Estate Planning Lawyer |
 |
|
|
|
Estate planning ensures a client of an orderly passing of property
at his/her death, as well as providing assurance that assets and
personal affairs will be handled in accordance with the client’s
wishes.
Estate planning benefits include:
- Ensuring your property goes to the beneficiaries you want it
to
- Avoiding expenses and delays associated with probate
- Minimizing or eliminating California and Federal taxes
- Reducing or eliminating capital gains taxes on property transferred
at death
- Assuring that in the event you are not able to manage your estate,
someone else can be engaged on your behalf
- Protecting your assets
- Avoiding conflicts in the event it is necessary to appoint a
guardian for your minor children, or appoint a conservator to manage
your affairs
When choosing a California estate planning lawyer, it’s important
to look for a firm experienced in legal, tax and financial matters.
It’s no wonder so many Californians rely on Timothy W. Tuttle & Associates
for estate planning services.
Estate Planning Services
Preparation of All Manner of Estate Planning Documents:
- Tax and Non-Tax Considerations for Varying Net Worth Clients
- Special Considerations for Non-U.S. Citizens
Post Death Assistance:
- Advice to Heirs, Successor Trustees, Beneficiaries
- Asset Split Between Sub-Trusts
- Preparation of Documents to Transfer Title to Assets
- Tax Filing Requirements and Strategies
- Preparation of US and State Estate and Inheritance Tax Returns
- Preparation of Decedent's Final Return
- Preparation of Fiduciary (Trust & Estate) Income Tax Returns
- Preparation of Required Notification to Heirs and Beneficiaries
- California Probate Code Initial Notification Requirements
- Final Accounting to Beneficiaries and Assistance with Distributions
California’s Estate Planning Lawyer |
|
|
|
