The purpose of estate planning is to

help a person build a large estate during life and to pass on as much of it as possible to the loved ones upon death.  While you might not have the $$$ Michael Jackson does, the problems can be very similar.

Learn More —  2.7.2014 LA Times about IRS Tax Issues.

The main considerations in estate planning are:

  Free ONLINE Needs Analysis

 Instant Term Life Quotes - CA

Instant Complementary Term Quote & Sign Up 

Instant Complementary Term Quote & Sign Up 
State Bar - Do I need Estate Planning?
State Bar Brochure on if you need Estate Planning

Consumer Links

P.J. Hoskins, Esq.  Site on Estate Taxes

Contesting a will or trust

CA State Bar – FAQ’s   Do I need Estate Planning?  PDF

Free Advise.com ESTATE PLANNING

Asset Protection

Estates Legalese

Free Advise.com Elder Law, ,  , ,

Wills

Estate Tax Law,

Gift Tax Law,

Does a family member have “Special Needs?”

California Courts – Self Help Site

How to find Unclaimed Property (Escheat) & Life Insurance with the State of California?

CA Court Property Declaration form for spouses to list the assets and how they think the assets should be divided

Social Security & Medicare ONLINE Enrollment  and Benefit Calculator

estate qr codes.com – Estate Planning Resources

Instant Complementary Term Quote & Sign Up 

J Law General Rules for Taxation of Estates and Trusts

Federal Law

PART I—ESTATES, TRUSTS, AND BENEFICIARIES

  • Subpart A—General Rules for Taxation of Estates and Trusts (§§ 641—646)
  • Subpart B—Trusts Which Distribute Current Income Only (§§ 651—652)
  • Subpart C—Estates and Trusts Which May Accumulate Income or Which Distribute Corpus (§§ 661—664)
  • Subpart D—Treatment of Excess Distributions by Trusts (§§ 665—669)
  • Subpart E—Grantors and Others Treated as Substantial Owners (§§ 671—679)
  • Subpart F—Miscellaneous (§§ 681—685)

 

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