Advanced Estate Design LLC

10/31/2021

https://finance.yahoo.com/news/gift-tax-explained-2021-exemption-172716212.html

The gift tax is a federal levy on the transfer of money or property to another person when equal value is not received in return. While it may sound cumbersome, most Americans will never pay a cent in gift taxes … Continue reading → The post Gift Tax, Explained: 2021 Exemption and Rates appeared...

11/19/2020

FREE WILL upon completion of a free Estate Planning Consultation. Learn how to pass your assets safely to your spouse or children. It is not Automatic as most people think. Learn how Medical Powers of Attorney, Advanced Health Care Directives, and HIPAA disclosures can make our passing less of a burden to our family. Direct Guardianship of Minor Children left behind. Call now to Arrange a Zoom, In-person meeting possible with safety protocols in place. We come to you if needed. Appointments Available 7 days a week, 8 am to 8 pm. COVID-19 Discounts Available on other products Through November. Call or Text Today (209) 598-8427 or email me at [email protected] https://advancedestatedesign.com

01/26/2020

https://www.marketwatch.com/story/evicted-from-a-nursing-home-it-happens-more-than-you-might-think-2020-01-23?fbclid=IwAR23ZMNrRUdlud3yEvuVMzexQzkRiG5nDXE0W0yL3feADt-7BWJ9Z0Jk8SU

Thousands of families face the predicament every year. Here’s what you can do.

12/13/2019

https://www.forbes.com/sites/megangorman/2019/12/13/two-thirds-of-all-americans-are-missing-this-estate-planning-document/

Regardless of one’s feeling on estate planning, there is one estate planning document that all Americans should have: A Health Care Directive. This key document can help you manage the end of life process from health care decisions to your funeral.

12/04/2019

https://www.kiplinger.com/slideshow/retirement/T021-S014-10-common-estate-planning-mistakes-to-avoid/index.html

Whether you already have a will in place or still need to get an estate plan going, there are several common pitfalls to avoid at all costs.

11/24/2019

https://www.fool.com/retirement/2019/11/23/this-new-retirement-trend-could-mean-you-dont-need.aspx

If your nest egg is unlikely to finance the senior lifestyle you've been hoping for, you may want to join the millions of older Americans who are redefining what "retirement" means.

11/19/2019

https://www.linkedin.com/pulse/cleopatra-provides-recent-victory-domestic-asset-trust-john-goralka/?trackingId=Mk%2B08IA%2FhnlvtRhuOWdzbg%3D%3D

A Domestic Asset Protection Trust (“DAPT”) is a self-settled trust that can be used to protect the person who creates the trust (the “Grantor”) from his own creditors. At this time, there are 19 states that have established DAPT statutes which permit the use of a DAPT that provides protectio...

11/08/2019

https://www.youtube.com/watch?v=kJgaKNFca88

Free Initial Consultation, FREE WILL if that's all you need. Or Single Persons Trust Package, Joint Couples Trust Package, Discounted if Hired by 10/12/2019, Last Sale of the Year. also LLC formation, Irrevocable Trusts Available. This includes the Living Trust Package with up to 3 Deeds, Notary Included, Free changes for a year within reason, and free phone calls with questions. We come to your home for the presentation, review, and an on-staff Notary available. Normally a $2000+ value, Call me today for a free appt time, 209-598-8427 LDA License 2019-07 Sacramento County. [email protected]
https://advancedestatedesign.com/