Friday, April 17, 2009

Death & Estate Taxes

You probabaly know the two go hand in hand.  But did you know that the US Government will soon (2011) get a windfall from people that die with estates valued at more than $1 million (and in California that is easy to do)! 

Your estate will have to pay federal estate taxes if its net value when you die is more than the "exempt" amount set by Congress at that time. Here is the current schedule:

Year of Death........."Exemption" Amount
2000-2001..................$675,000
2002-2003..................$1 million
2004-2005..................$1.5 million
2006-2008..................$2 million
2009.........................$3.5 million
2010.........................N/A (estate tax repealed)
2011 and therafter.......$1 million

2011 is coming fast and with our government's current spending strategy it seems highly unlikely that the exemption amount will go back up anytime soon after 2011.  Stay tuned as we wait and see what Congress plans to do with all your hard earned money. 

Fortunately, through estate planning there are techniques you can employ to reduce your estate taxes.  You should talk to your lawyer and CPA about ways to reduce your estate taxes. 

Permanent Link

write a comment




Previous Posts

Estate Planning Basics

California Medi-Cal Program to Help with Nursing Home Bills

Pay Close Attention to Beneficiary Designations

Finding a Caregiver

What You Need to Know About Elder Abuse in California

What is a Special Needs Trust?

What Happens if I die without a Will?

When To Distribute Trust Assets After Death

Where Do I File My Living Trust?

How to Get a Loan on Trust Property (Personal Home)

Blog Categories

Business Law

Consumer Law

Corporate Counsel

Elder Law

Estate Planning

Family

General Legal

Trust Administration

Blog Links

Archived Posts

2011
2010

The lawyers at Sowards Law Firm assist clients with Estate Planning, Wills, Living Trusts, Probate, Estate Administration, Medi-Cal Planning, Business Law and LLC Preparation throughout California, including clients located in and around, Oakland, Palo Alto, Petaluma, Pleasanton, Point Reyes, Redwood City, Richmond, Salinas, San Carlos, San Francisco, San Jose, San Leandro, San Rafael, San Ramon, Santa Clara, Santa Cruz, Santa Rosa, South San Francisco, Sunnyvale, Union City and Vallejo.



© 2012 Sowards Law Firm | Disclaimer
2542 S. Bascom Ave., 200, Campbell, CA 95008 | Phone: 408-371-6000
Estate Planning | Asset Protection | Special Needs Planning | Planning for Children | Business Succession Planning | Probate / Estate Administration | Guardianships | Elder Law - Medi-Cal Planning | Pet Trusts | Business Law | Veterans Benefits | Civil Litigation | Personal Injury | Personal Bankruptcy | Overview | Family Law | Resources | About Us | Why Can't I Do This Myself? | Where Should I Incorporate? | Why Choose Sowards?

Attorney Web Design by
Amicus Creative