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I Stay On Top Of Estate Tax Laws So You Don’t Have To

Protecting Your Financial Interests At Every Turn

Recent and potentially ongoing changes to federal estate tax law make it difficult to know whether you need to be concerned about estate tax. Even so, consideration of taxation is still an important aspect of estate planning in the event that you meet the income threshold for taxation by the time of your death or that the applicable laws have changed.

At my firm — the Law Office of Barbara J. Dibble — I work with clients to create estate plans that are tailored to meet their changing needs. Contact me online or call 714-515-5126 to schedule your free initial consultation.

Minimizing Inheritance Tax

For 2017, the federal estate and gift tax exemption is $5.49 million per person and $10.98 million for a married couple, which means most people are not affected. Even if estate taxation may not apply to you, estate tax is only one aspect of estate planning. The fundamental reasons that families have for creating trusts and using other basic estate planning tools, such as wills and powers of attorney, are still applicable and are not affected by the changes in the estate tax law.

Thus, it is important to consult with a skilled and experienced estate planning attorney like me who can create a flexible estate plan that can adapt to the changing estate tax law if needed, while keeping your family’s basic estate planning goals firmly in the foreground.

Asset Protection From An Experienced Estate Planning Lawyer

Not sure how to plan for estate tax? Call 714-515-5126 or contact me online to schedule a free initial consultation with an experienced lawyer. I have regular office hours, with evening and weekend appointments available.