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San Jose Estate Planning Lawyer: Estate planning, living trust and probate administration

San Jose Estate Planning Lawyer: Estate planning, living trust and other services

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San Jose Estate Planning Lawyer: Estate planning, living trust and probate administration | taxandestateplanners.com Reviews

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San Jose Estate Planning Lawyer: Estate planning, living trust and other services

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richarddaytonattorney.blogspot.com richarddaytonattorney.blogspot.com

RichardDayton: June 2013

http://richarddaytonattorney.blogspot.com/2013_06_01_archive.html

Friday, June 21, 2013. Six step checklist of your estate plan. Steve Shaw an estate planning attorney practicing in South Carolina and Florida offers this Six-step checklist of your estate plan. 1 Define your goals. 2 Gather and organize your data. 3 Analyze your situation. 4 Develop your strategies. 5 Implement your plan. Read the full article for details on each step. Shaw on the Law: Six-step checklist of your estate plan. Sunday, June 16, 2013. Elder Abuse: How to stop it. Subscribe to: Posts (Atom).

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RichardDayton: You don't have to be rich to leave an estate gift

http://richarddaytonattorney.blogspot.com/2013/12/you-dont-have-to-be-rich-to-leave.html

Thursday, December 12, 2013. You don't have to be rich to leave an estate gift. Below is an excerpt from an article posted in MyFoxDetroit regarding the including charitable giving in your will. As we enter the season of giving, many people consider how year-end charitable donations can benefit their favorite nonprofits as well as their own income taxes. Subscribe to: Post Comments (Atom). The Dayton Law Firm. 6 Reasons to Update Beneficiary Designations. You dont have to be rich to leave an estate gift.

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RichardDayton: December 2013

http://richarddaytonattorney.blogspot.com/2013_12_01_archive.html

Friday, December 27, 2013. 6 Reasons to Update Beneficiary Designations. As noted in the December 16. By Harper Willis,. Here are six reasons you might need to update your beneficiary designations:. 1 You got divorced or remarried. Some states automatically eliminate former spouses as beneficiaries; others don’t. Check with an estate-planning attorney to find out the law in your state. 2 You changed jobs and. Rolled over your retirement plan . 3 Your primary beneficiary died. Instead, if you want this ch...

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RichardDayton: November 2013

http://richarddaytonattorney.blogspot.com/2013_11_01_archive.html

Tuesday, November 19, 2013. The Gift of Education. In the National Law Review, Terri Stallard, a Kentucky estate planning attorney talks about ways grandparents can give to their grandchildren. A grandparent may currently gift up to $14,000 per grandchild (or to anyone) per year tax free ($28,000 if a married couple gift-splits). Any gift over that amount requires the filing of a gift tax return. Friday, November 8, 2013. Planning can help prevent estate tax issues. Subscribe to: Posts (Atom). Richard Da...

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RichardDayton: August 2013

http://richarddaytonattorney.blogspot.com/2013_08_01_archive.html

Tuesday, August 27, 2013. Do I need a trust? Julie Landry Laviolette in the Miami Herald tackles the age old question: “Do I need a trust? 8221;It’s not only heiresses and socialites who can benefit from a trust. Used in the right circumstances, a trust can be a helpful estate planning tool to pass assets to your children, take care of your affairs if you are incapacitated, or dole out your wealth — whatever its size — in a certain way. Read the entire article. A COUPLE WITH YOUNG CHILDREN. Geoffrey M&#4...

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RichardDayton: April 2013

http://richarddaytonattorney.blogspot.com/2013_04_01_archive.html

Friday, April 19, 2013. Protecting your future: Inheritance can come with unintended consequences. Some people might want to avoid difficult conversations about inheritances by keeping silent and allowing family members to find out facts only when the estate is settled. However, waiting until the end opens the door to potential feuding and costly legal challenges. Monday, April 8, 2013. Plan a family meeting. Estate planning is vital to ensuring your family is properly taken care of after your passing, b...

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RichardDayton: October 2013

http://richarddaytonattorney.blogspot.com/2013_10_01_archive.html

Wednesday, October 23, 2013. Talking To Your Parents About Estate Planning. There are many ways to broach "the talk" with your aging parents about estate planning and the sooner you start the better, for all concerned. A recent article in Huffington Post’s Business Canada suggests that getting a plan together when your parents are still in good health will prevent any stress or confusion that could result should their health falter later in life. Does your parents' will and estate plan clearly lay out th...

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RichardDayton: September 2013

http://richarddaytonattorney.blogspot.com/2013_09_01_archive.html

Saturday, September 21, 2013. Should you give your kids their inheritance before you die? LearnVest’s Libby Kane explains that while the word "inheritance" typically conjures up images of a will being read after a loved one's passing, many people don't want to wait that long to give money to their children. Recent study from U.S. Trust. More than half say. They have provided or are providing significant financial support to adult children. Why you should give early…. 1 There may be tax benefits. Having a...

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RichardDayton: Planning can help prevent estate tax issues

http://richarddaytonattorney.blogspot.com/2013/11/planning-can-help-prevent-estate-tax.html

Friday, November 8, 2013. Planning can help prevent estate tax issues. Gandolfini's estate was larger than most families in the U.S., but case illustrates an important point for everyone. It is not enough to hope that everything turns out for the best when it comes to transfers of wealth. No matter the size of the estate, planning is essential. This may involve not only drafting a will, but also trusts, retirement accounts and other vehicles, as well. Subscribe to: Post Comments (Atom).

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RichardDayton: July 2013

http://richarddaytonattorney.blogspot.com/2013_07_01_archive.html

Wednesday, July 31, 2013. Learning from the mistakes of others. In the arena of estate planning, there’s a lot to be learned from the mistakes of others. Tim Cestnick,. Author of several tax and personal finance books, offers some examples. 1 Don’t die intestate. Dying without a will is called dying intestate. Without a will, the intestacy laws of your province will dictate who gets what – which may not jive with your wishes. 2 Watch the impact of specific bequests. A woman I once met left her cottage to...

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Tax and Estate Planning. Reliance on a Tax Professional May Create an Exception to California’s Delinquent Filing Penalty. Posted by Carl L. Jones. This entry was posted on January 31, 2015 at 7:02 PM and has received 331 views. There are currently 0 comments. Print this entry. Should I Make A Gift During Life or Wait Until My Death? Posted by Carl L. Jones. There are two main considerations when deciding when to make a gift of property. The first is estate tax, and the second is property basis. This ent...

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San Jose Estate Planning Lawyer: Estate planning, living trust and probate administration

Founding member of the Wealth Counsel. Member of the Elder Counsel. Member of the NAELA. The Dayton Law Firm Estate Planning Specialists. San Jose’s Trusted Advisors. California Certified Estate Planning Specialists on staff. Estate planning really comes down to…. Bull; Minimizing your estate taxes. Bull; Preserving your wealth and assets for future generations. Bull; Ensuring your plans and desires are carried out. Bull; Your children and grandchildren’s future. Bull; Your past memories and future dreams.

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Estate Planning

Saturday, November 2, 2013. IRS announces increases in the Basic Exclusion Amount for 2014. The IRS announced in Rev. Proc. 2013-55. That the "Basic Exclusion Amount" which is the amount of wealth that any citizen can own at death or transfer tax free during one's lifetime will increase in 2014 to $5.34M up from $5.25M in 2013. The amount of the annual gift tax exemption will remain at $14,000 per year per donee in 2014. Bradford L. Stevens. Labels: Basic Exclusion Amount; Annual Gift Tax Exemption.

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Tax Law Attorney - Estate planning Attorney

Tax Law - Trust and Estate Law. Small Business Legal Services. Send us an email. Attorney, LL.M. (Tax). For your Business and. Trust Administation and Probate. Federal And State Tax Law. California State Income Tax. Corporation or LLC Formation. Law Offices of Christina Weed, PC. 1801 Oakland Boulevard, Suite 210. The information contained in this website is provided for informational purposes only, and should not be construed as legal advice on any matter. Website by Blue Sky Web Services.

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