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How Does The New Tax Law [...]
Good News!! As of January 1st, of 2018, the estate tax exemption threshold was effectively doubled for estate gift and generation-skipping inheritance taxes for tax years 2018 - 1025. This means no inheritance tax for the heir of an estate of $11.2 million for single persons and $22.4 million for couples (based on the law allowing…
Your will may not be the [...]
Having your end-of-life affairs in order could make your passing easier on your family. Your estate plan should include a variety of information that you wish to provide to your family regarding the distribution of your assets and how to handle specific estate-related tasks. In order to have a complete estate plan, you may need several…
Strategies for high-net-worth estate planning in [...]
A good estate planning formula covers all your bases. Gaining an understanding a few simple concepts can help you build a strategy for estate planning that provides optimal disbursement of funds and protection for your later years. If you are an individual with a high net worth, knowing how your decisions can affect estate taxes, help…
Are you at risk of needing [...]
You, like many other individuals, may try to live a healthy lifestyle. However, unexpected health issues could affect anyone, and try as you might, you could still face health concerns at some point in your life. This predicament could prove especially difficult to handle if the problems occur later in life, and you end up needing…
Reasons To Consider Appointing A Power [...]
It's hard to think about the possibility of losing the ability to make your own decisions. It's heartbreaking to see your family members lose that ability. It's even harder if you literally can't do anything to help them, like canceling their cable bill or paying their electricity bills because you do not have legal authority to…
What To Include In Your California [...]
On behalf of Estate Preservation Group posted in wills on Tuesday, October 25, 2016. Just about every adult, no matter their age, should have a will and testament. In the event the unimaginable happens, you want your surviving loved ones to know exactly how you want your assets to be handled. Here is some information about…
Three Good Reasons To Establish An [...]
On behalf of Estate Preservation Group posted in wills on Tuesday, August 9, 2016. The importance of proactive estate planning cannot be overstated. Nonetheless, many put it off, choosing to leave critical legal and financial matters to chance (or in the hands of a judge). It's understandable--few of us want to dwell on death, incapacity and…
How to Handle Creditors’ Claims As [...]
Losing a loved one is difficult enough without legal complications adding stress to your situation. My name is Amy Fike Peters, and my practice is called Estate Preservation Group. I’m on a mission to help families throughout North San Diego County establish their estate plan so their heirs can avoid probate. I also work with clients…
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