 |
|
|
|
|
|
Which plan is right for you?
|
|
|
Below is a list of EPC Comprehensive Plans, one of which is right for you:
The plan for single persons is appropriate for unmarried persons as well as for widows and widowers.
Because of Federal Estate Tax rules, the plans for married couples allow for a QTIP Trust to be created when the first deceased spouse's estate is larger than the amount that would pass free of Federal Estate Taxes, which results in a reduction or deferral of all taxes until the death of the surviving spouse.
The "Living Together" Comprehensive Plan is appropriate for opposite sex and same sex couples.
|
|
|
You can view the full details of each Living Trust Estate Plan in PDF format using Adobe's freely available Adobe Reader.
|
|
If you do not have Adobe Reader click here or on the right to download it
|
|
|
|
|
|
[ $750.00 ]
|
|
Unlike assets devised at death by means of a Will alone, assets correctly funded into a Living Trust during one's lifetime avoid probate and its attendant expense and delay. This is a flexible estate plan that can grow as your situation changes. For the divorced parent, it provides for the care and education of your child(ren). Includes two hours of attorney time/consultation, living trust, pour-over will, durable power of attorney, advance health care directive, and 1 deed of California real property to the trust (recording fees extra, extra in-state deeds @$75 + recording fees, extra out-of-state deeds @$175 + recording fees).
|
View/Download Full Details of the Living Trust Estate Plan for a Single Person 
|
|
return to top
|
|
|
|
|
|
|
[ $950.00 ]
|
|
(gross estate over $2,000,000)
|
|
Provides all the benefits of the marital living trust estate plan outlined above, and saves up to $780,800 in federal estate taxes by use of Q-TIP/CREDIT SHELTER trust structure. Includes two hours of attorney time/consultation, living trust, 2 pour-over will, 2 durable powers of attorney, 2 advance health care directives, and 1 deed of California real property to the trust (recording fees extra, extra in-state deeds @$75 + recording fees, extra out-of-state deeds @$175 + recording fees).
|
|
View/Download Full Details of the Q-Tip/Credit-Shelter Living Trust Estate Plan for Married Couples
|
|
return to top
|
|
|
|
|
[ $950.00 ]
|
|
Provides for the probate-free passing and administration of the property of adults who are living together and wish to deal with their estates privately, while avoiding the expense and delay of probate. Includes two hours of attorney time/consultation, living trust, 2 pour-over will, 2 durable powers of attorney, 2 advance health care directives, and 1 deed of California real property to the trust (recording fees extra, extra in-state deeds @$75 + recording fees, extra out-of-state deeds @$175 + recording fees).
|
|
View/Download Full Details of the Living Together Living Trust Estate Plan
|
|
return to top
|
|
|
|
Additional Estate Planning Services
|
|
|
In addition to Comprehensive Plans, EPC offers "a la carte" items, including an IRREVOCABLE LIFE INSURANCE TRUST for larger estates needing to fund Federal Estate Tax liabilities. Click to learn more about these
|
|
 |
|
|
|
|
|
|
|
|
|
| This site best viewed with IE 5.x and above or Netscape 6.x and above |
|
| © Copyright , Ross Madden Law |
|
