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Spees & Spees | Estate and Financial Planning Attorneys

Estate and Financial Planning Attorneys

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Estate and Financial Planning Attorneys
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2 living trusts
3 build your estate
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5 spees articles
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Spees & Spees | Estate and Financial Planning Attorneys | speesandspees.wordpress.com Reviews

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Estate and Financial Planning Attorneys

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1

Living Trusts | Spees & Spees

https://speesandspees.wordpress.com/living-trusts

Estate and Financial Planning Attorneys. Why is the living trust replacing the will? Our clients usually choose the living trust over the will:. 1) to avoid probate;. 2) to avoid guardianship;. 3) to avoid joint ownership; and. 4) to avoid estate taxes. When a person dies and leaves it all to their significant other, their magic number dies with them. But with an AB or ABC Living Trust, you can preserve the magic number of the person who dies, add it to the magic number of the survivor, and thereby d...

2

Added Value of Our Law Firm and recent articles | Spees & Spees

https://speesandspees.wordpress.com/2013/10/14/added-value-of-our-law-firm-and-recent-articles

Estate and Financial Planning Attorneys. Added Value of Our Law Firm and recent articles. Laquo; Get Rid of Your Safe Deposit Box! Will Your Trustee Want The Job? Date : October 14, 2013. Leave a Reply Cancel reply. Enter your comment here. Fill in your details below or click an icon to log in:. Address never made public). You are commenting using your WordPress.com account. ( Log Out. You are commenting using your Twitter account. ( Log Out. You are commenting using your Facebook account. ( Log Out.

3

The Law has Changed: We need to change your living trust to save you money | Spees & Spees

https://speesandspees.wordpress.com/2014/08/25/the-law-has-changed-we-need-to-change-your-living-trust-to-save-you-money

Estate and Financial Planning Attorneys. The Law has Changed: We need to change your living trust to save you money. Here’s why we have to change your trust:. 1 The law used to say you could give away $600,000 without Federal Estate Taxes. 2 That’s why you have an “AB” trust so you could double that amount by preserving the “credit” of the first spouse to die. 3 The problem is this would cause trouble for the surviving spouse because she would have to:. And we will do it for you for $490. Address never m...

4

Long Term Care | Spees & Spees

https://speesandspees.wordpress.com/long-term-care

Estate and Financial Planning Attorneys. Will you have to be in Long term care? Will you be there for a long time? Have you already received benefits from Medicaid or Medi-Cal which will cause a lien on your estate? If you are in the position to answer yes to any of these questions, you may benefit from “Medicaid Planning”. The goal is to protect as much of your estate as possible for your loved ones while giving you the best of care. Leave a Reply Cancel reply. Enter your comment here. Frank and Judy Sp...

5

Get Rid of Your Safe Deposit Box! | Spees & Spees

https://speesandspees.wordpress.com/2013/02/28/get-rid-of-your-safe-deposit-box

Estate and Financial Planning Attorneys. Get Rid of Your Safe Deposit Box! The conventional wisdom is to put your loved ones on the safe deposit box or title the box in the name of your living trust. The problem is, when you die your loved one goes to the bank and says, “My mother died and I have to get into the box! Laquo; Make It Easy For Your Family. Added Value of Our Law Firm and recent articles. Date : February 28, 2013. Leave a Reply Cancel reply. Enter your comment here. Address never made public).

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Spees & Spees | Estate and Financial Planning Attorneys

Estate and Financial Planning Attorneys. Has your trust been updated since 2004 the law changed! DOES THE NAME TERRI SCHIAVO RING A BELL? Comments : Leave a Comment. What You Need and How to Start. Comments : Leave a Comment. The Law has Changed: We need to change your living trust to save you money. Here’s why we have to change your trust:. 1 The law used to say you could give away $600,000 without Federal Estate Taxes. Account to the beneficiaries every year until her death ($100 to 500 per year), and.

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