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Estate Planning Newsletter

California Estate Planning • The Pickford Law Office

For your convenience, you may access the current and past issues of our estate planning newsletter online:

• Generational Generosity (Feb 12)
  Would you prefer to transfer more wealth to your family instead of the IRS? Our first article summarizes the relevant lifetime gifting rules and considers two common do-it-yourself transfer methods.
• Five Estate Blunders (Jan 12)
  Proper estate planning is not just for the rich and famous. Surprisingly, however, that is a common misconception. Every adult American has an estate worth planning, regardless of their net worth. In this article we review some critical concerns and plans.
• Family Limited Partnerships (Dec 11)
  Family Limited Partnerships offer many benefits, both tax and non-tax. Our first article is a primer that explores why they are at once a taxpayer favorite ... and a potential target of the IRS and some courts.
• Seasonal Solutions (Nov 11)
  To everything there is a season. So it is with your Life & Estate Plan. Our first article uses a Seasons of Life theme to illustrate how your Life & Estate Plan may change with your personal and financial circumstances over your lifetime.

Pickford Law Office of Murrieta, California, assist clients with Fundamental Estate Planning, Wills, Trusts, Revocable Living Trusts, Durable Powers of Attorney, Health Care Documents, Long-Term Care, Elder Law, Medicaid, Probate and Estate Administration, Charitable Planning, Special Needs Planning, Estate Tax Planning, Business Succession Planning, Asset Protection, Business Formations, Bankruptcy, Chapter 7 Bankruptcy, Chapter 13 Bankruptcy, and Lien Stripping: Discharging Mortgages, in the City of Temecula, Murrieta and Hemet, California, and the surrounding areas.

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