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HomeEstate Taxes

Posts in category: Estate Taxes

I Don’t Want the State to Get My Money & Other Concerns…

April 8, 2016
Estate PlanningEstate TaxesInheritanceWills

One of the most common concerns I hear is "I don't want the state to end up with my money." Fortunately, that scenario almost never happens. Money only escheats (reverts back) to the State when you do not have any heirs that could inherit your estate.

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6 Ways a Lawyer Can Help with Finance

April 7, 2016
Business PlanningDurable Power of AttorneyEstate AdministrationEstate PlanningEstate TaxesFinancesLife InsurancePower of AttorneyWills

  Working with your attorney to create a Durable Financial Power of Attorney (POA) ensures that, in the event you become incapacitated due to illness or injury, your financial affairs continue to be handled properly. With this document, you as

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Basic Guide To Estate Planning

March 12, 2015
Estate PlanningEstate TaxesTrustsWills

Since estate planning attorneys are deeply involved in the intricacies of the field, they sometimes forget that many people don't really understand what is involved. View image | gettyimages.com That's why it is usually good to review the basics.

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Three Keys About Estate Planning

February 19, 2015
Estate PlanningEstate TaxesGifting

In 2015, you can leave gifts to other individuals upon your death worth up to $5.43 million free of any federal estate taxes. This is the so-called estate-tax exemption. If married, both you and your spouse are entitled to separate $5.43 million exempt

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Protecting Against Taxes

January 15, 2015
Estate PlanningEstate TaxesTaxesTrusts

When the ball dropped on New Year's, it signaled more good news for the fairly wealthy and their heirs -- the exemption from federal estate taxes jumped to $5.43 million for those who die in 2015. View image | gettyimages.com That's up from $5.34

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How Will Estate Taxes Affect Me?

December 12, 2014
Estate PlanningEstate Taxes

Arizona does not have an estate tax (also called "death taxes.") The federal estate tax is adjusted for inflation each year. In 2014, assets more than $5.34 million dollars are taxed at 40%. Currently, only .03% of Americans have federally taxable est

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Exemption Increases Again

November 6, 2014
Estate Taxes

The Internal Revenue Service has announced that the estate tax exemption for 2015 has jumped to $5.43 million per person, up from $5.34 million, due to an adjustment for inflation. For a married couple, the exemption increases to nearly $11 million, sa

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Estate Planning Not Only For The Wealthy

October 23, 2014
Estate PlanningEstate TaxesTrustsWills

A widely held misconception says that estate planning is only for the wealthy, as a way to save on taxes. http://gty.im/102070486 A story on cnbc.com says that nothing could be further from the truth. Estate planning is about giving what you want

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Some Estate Planning Myths

May 29, 2014
Asset DistributionEstate PlanningEstate TaxesGift TaxTrustsWills

There are several myths about estate planning that can cause confusion and, if you believe them, can end up causing problems for your family, says an article on Forbes. com. Among them: 1) Estate planning is only for the rich. (Photo credit: NATEPE

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Finish Your Planning in 2014

February 6, 2014
Asset ProtectionBeneficiariesEstate PlanningEstate Taxes

(Photo credit: James Marvin Phelps) If you don't have an estate plan, a recent article suggests that one of your 2014 resolutions should be to create one. Everybody, without exception, can benefit from the creation of an estate plan. The article discu

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Incorporating Income Tax Planning Into Your Estate Plan

October 24, 2013
Estate PlanningEstate TaxesLoansTaxes

As estate-planning attorneys settle into the new tax rules for 2013, the focus of estate planning is beginning to take a marked shift. The $5.25 million federal estate tax exemption means that fewer people will have to plan to avoid federal estate taxes.

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Does Portability Eliminate the Need for a Bypass Trust?

October 17, 2013
ATRAEstate PlanningEstate TaxesTaxesTrusts

One of the many benefits of the American Taxpayer Relief Act of 2012 is that it made portability permanent. Often used as an estate-planning vehicle, portability allows married couples to share unused portions of their federal estate tax exemption. Anothe

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Considering Gandolfini’s Will

August 8, 2013
Estate PlanningEstate TaxesTrustsWills

Last June, "Sopranos" actor James Gandolfini died of a heart attack at the age of 51. Shortly after his death, Gandolfini's will became public. Since then, experts have considered the wisdom of the provisions in his will. As a recent article explains, exp

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New Uses for Life Insurance

July 18, 2013
Estate PlanningEstate TaxesLife Insurance

Prior to the tax law changes of 2012, life insurance policies were commonly used to provide cash on hand for the decedent's heirs to pay off any estate taxes. Now that estate taxes will apply to fewer estates, estate planning attorneys are exploring alter

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New Budget Plan May Have Serious Effects on Estate Plans

June 27, 2013
Estate PlanningEstate Taxes

Recently, President Obama released his proposed 2014 budget plan. As a recent article explains, financial advisers and estate planning attorneys have since been analyzing how the new plan will affect their clients. Under the new budget plan, the federa

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Testimonials

Upon moving to Arizona my husband and I felt the need to redo our wills and trust.  After attending a seminar given by Becky Cholewka, we knew that we had found the correct law firm to handle our affairs.  She is extremely knowledgeable and very approachable. In fact, the entire staff are all personable and helpful.  We are pleased with the outcome of our estate business.
—Jim and Karen James
Cholewka Law
2019-05-29T06:22:44-07:00

Jim and Karen James

Upon moving to Arizona my husband and I felt the need to redo our wills and trust.  After attending a seminar given by Becky Cholewka, we knew that we had found the correct law firm to handle our affairs.  She is extremely knowledgeable and very approachable. In fact, the entire staff are all personable and helpful.  We are pleased with the outcome of our estate business. —Jim and Karen James
https://www.gilbertlawoffice.com/testimonials/extremely-knowledgeable-and-very-approachable/
Decided to do estate planning with Becky as this firm has a very friendly atmosphere.  They kept in contact through process.  Would highly recommend Cholewka firm to others.
—Mike & Valerie Stephan
Cholewka Law
2019-05-23T06:31:44-07:00

Mike & Valerie Stephan

Decided to do estate planning with Becky as this firm has a very friendly atmosphere.  They kept in contact through process.  Would highly recommend Cholewka firm to others. —Mike & Valerie Stephan
https://www.gilbertlawoffice.com/testimonials/highly-recommend-cholewka-law/
Our experience with Cholewka Law from the initial seminar to signing of our documents was very professional and organized.  We chose Cholewka Law because we felt it very important to begin our estate planning early to provide peace of mind that our families will be taken care of when we are gone.
—David & Cindy Real
Cholewka Law
2019-05-15T06:28:26-07:00

David & Cindy Real

Our experience with Cholewka Law from the initial seminar to signing of our documents was very professional and organized.  We chose Cholewka Law because we felt it very important to begin our estate planning early to provide peace of mind that our families will be taken care of when we are gone. —David & Cindy Real
https://www.gilbertlawoffice.com/testimonials/very-professional-and-organized/
I learned about Cholewka Law through mailers inviting people in the area to attend one of their seminars.  I attended the seminar and was impressed by the openness and completeness of the information provided.  I decided that I could trust the firm and made a follow up consultation.  Ms. Becca Sackett and the staff has made this a very easy process and we have been very happy with both the process and the product.
—James McCall
Cholewka Law
2019-05-08T06:25:25-07:00

James McCall

I learned about Cholewka Law through mailers inviting people in the area to attend one of their seminars.  I attended the seminar and was impressed by the openness and completeness of the information provided.  I decided that I could trust the firm and made a follow up consultation.  Ms. Becca Sackett and the staff has made this a very easy process and we have been very happy with both the process and the product. —James McCall
https://www.gilbertlawoffice.com/testimonials/impressed-by-the-openness/
Everyone was very friendly and helpful in making our wills.  Things were explained in a very positive manner.  Business was concluded in a prompt time frame.  Thank you to the staff.  Saw the ad in Territorial Times.
—Larry and Sue Schemper
Cholewka Law
2019-05-08T06:30:36-07:00

Larry and Sue Schemper

Everyone was very friendly and helpful in making our wills.  Things were explained in a very positive manner.  Business was concluded in a prompt time frame.  Thank you to the staff.  Saw the ad in Territorial Times. —Larry and Sue Schemper
https://www.gilbertlawoffice.com/testimonials/very-positive-manner/
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Disclaimer: The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship. IRS Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.

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