Estate Preservation Group
Schedule A Consultation Today

wills Archives

How Does The New Tax Law Affect Your California Estate Plan?

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 a sharing of tax exemptions between couples called "Portability").

Reasons to consider appointing a power of attorney

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 do so.

What to include in your will

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 what should and what shouldn't be included in your will and testament.

Estate Preservation Group
2385 Camino Vida Roble #203
Carlsbad, CA 92011

Carlsbad Law Office Map

How Can I Help?

Contact Us For Experienced Legal Guidance

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.