Noe Valley Law - Planning Questions & Considerations

NOE VALLEY LAW
ROBERT T. RODDICK, ATTORNEY AT LAW
1330 Castro Street, San Francisco, California 94114

An Estate Planning Lawyer with a 95% Estate/Probate Practice and Over Thirty-Three Years Experience

Most Asked Questions



1)	What is estate planning?

2)	What are social, personal and familial considerations?

3)	What is an estate package?

4)	What are the benefits of a trust?

5)	Does a single person need to consider estate planning?

6)	Does one have to be concerned about estate taxes if their assets are held in a living trust or in joint tenancy?

7)	Does the Unlimited Marital Deduction from estate taxes apply to all married couples?

8)	Can a married couple wait until after one spouse dies to worry about estate taxes?

9)	Is a Last Will and Testament needed, if one has a Trust?

10)	Will the property taxes on the home and other real estate increase because of my death?

11)	What is stopping me from just giving my property away before I die?

12)	Should the nature of the asset and the consequences of a transfer be evaluated and considered as part of the estate plan?

13)	Are there special considerations for my tax deferred retirement accounts (IRAs)?

(415) 641-8687
Noe Valley Law Offices
web www.NoeValleyLaw.com
email noevalleylaw@sbcglobal.net

This website is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship.