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February 06, 2012
Estate-Planning
             
 
Selecting a financial planner for your financing is a very important decision. Please enter your information below to locate a qualified financial planner in your area
 
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Estate Planning Topics

 


An Estate is the entirety of a property, real and personal, owned by an individual prior to distribution through a trust or will. There are many different topics related to this particular legal practice area. We invite everyone to read up on the following topics related to San Francisco Estate Planning Law.

Our San Francisco Estate Planner can assist you with any of the topics below:

  • Trusts
  • Wills
  • Uniform Probate Code
  • Gift Tax
  • Dynasty Trust
  • Joint Tendency
  • Brokerage Accounts
  • Retirement Plans
  • Savings and Checking Accounts
  • Insurance Policies
  • Business and Partnership Interests
  • Debt Personal Property


Contact our San Francisco estate planning attorney now.

 
Did You Know?    
 
 
A "Family Limited Partnership" can be used to own and manage your property
In a similar manner to a Trust, but allowing additional tax planning techniques to be employed. Family Limited Partnerships are typically used for those who have large estates and thus have a need for specialized estate planning in order to minimize federal and state estate/death/inheritance taxes as well as provide elements of asset protection.

 


  Newsroom  
 


Latest news about Financial & Estate Planning in San Francisco and nationwide:

Law Firm Agrees to Pay $1.2 Million for Violating Court Order
Washington, DC, June 25, 2002 — The Securities and Exchange Commission announced today that the Dallas law firm Gardere Wynne Sewell LLP has agreed...
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Study Shows Progress of Women and People of Color Among Legal Professionals
WASHINGTON - A new study by the U.S. Equal Employment Opportunity Commission (EEOC) entitled "Diversity in Law Firms" reveals that women now compri...
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Numbering Among Its Clients Various AFL-CIO
The decision of the Board in Bodle, Fogel, Julber, Reinhardt and Rothschild, 206 NLRB 512 {1973), (herein Bodle), relied upon by the Regional Direc...
Read more >


More Estate Planning News >

 
 

Estate Planning Terms

 


Today's Terms

Federal Estate Taxes

Definition:
Taxes imposed by the US Government on the value of a person's estate upon his or her death.

Exemption Credit

Definition:
The amount of tax credit, similar in nature to the personal income tax exemption, applied to the transfer tax due at a person's death.

Grantor

Definition:
The person who sets up or creates the trust; also called a Settlor, Trust Creator, Trust Maker, or Trustor.

More Estate Planning Terms >

 

Estate Planning Resources

 


Search Estate Planning resources in our resource center:

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Estate Planning Hot Topics

 
Topics Related to Estate Planning:

  • Trusts
  • Wills
  • Uniform Probate Code
  • Gift Tax

More Estate Planning Topics >

San Francisco Estate-Planning Attorney

 
If you live in the following cities and need an Estate-Planning attorney you should contact our Estate-Planning Attorney as soon as possible:

  • Antioch
  • Bell
  • Hawthorne
  • Long Beach
  • Los Angeles
  • Norwalk
  • Oceanside
  • Pacoima
  • Santa Ana
  • South Gate
  • Norwalk
  • Oceanside
  • Oxnard
  • Pacoima
  • Pittsburg
  • Santa Ana
  • South Gate
  • Sylmar
  • Watsonville
  • Westminster
  • Fremont
  • Fresno
  • Hawthorne
  • Hayward
  • Hesperia
  • Huntington Beach
  • Huntington Park
  • Indio
  • La Habra
  • La Puente
  • Laguna Niguel
  • Lake Forest
  • Lancaster
  • Livermore
  • Long Beach
  • Los Angeles
  • Lynwood
  • Merced
  • Milpitas
  • Montebello
  • Moreno Valley
  • Napa
  • North Hollywood
  • Norwalk
  • Oceanside
  • Ontario
  • Oxnard
  • Pacoima
  • Palmdale
  • Panorama City
  • Pico Rivera
  • Pittsburg
  • Pomona
  • Porterville
  • Reseda
  • Rialto
  • Riverside
  • Rosemead
  • Sacramento
  • Salinas
  • San Diego
  • San Francisco
  • San Jose
  • San Pedro
  • Santa Ana
  • Simi Valley
  • South Gate
  • South San Francisco
  • Sylmar
  • Tulare
  • Union City
  • Vacaville
  • Victorville
  • Vista
  • Watsonville
  • Westminster
 


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