Estate Plan / Living Trust Fee & Tax Savings Chart
There are two important reasons for estate planning: it brings you peace of mind and you can save money on probate costs and taxes -- money that can be passed on to your loved ones or your favored charities, church or organizations. The charts below show the fees, commissions, and taxes estate planning can save your family:
ESTATE PLANNING CAN HELP YOU AVOID THESE FEES & COMMISSIONS:
STATUTORY
PROBATE FEES AND COMMISSIONS
(California Probate Code Sections 10800 et seq.)
| Gross Estate Above | But Not Above | Fees & Commissions | + | % | On Excess Above |
| $0 | 100,000 | 0 | + | 8% | 0 |
| 100,000 | 200,000 | 8,000 | + | 6% | 100,000 |
| 200,000 | 1,000,000 | 14,000 | + | 4% | 200,000 |
| 1,000,000 | 10,000,000 | 46,000 | + | 2% | 1,000,000 |
| 10,000,000 | 25,000,000 | 226,000 | + | 1% | 10,000,000 |
| 25,000,000 | ----- | 376,000 | + | Court's Discretion | 25,000,000 |
ESTATE PLANNING CAN HELP YOU AVOID THESE TAXES:
ESTATE (DEATH) TAXES
(Internal Revenue Code Sections 2001 et seq.)
| Net Estate Above | But Not Above | Tax | + | % | On Amount Above | Applicable Credit Amt. |
| $0 | 2,000,000 | 0 | + | 0% | 0 | 0 |
| 2,000,000 | 780,800 | + | 46% | 2,000,000 | 780,800 |
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We handle matters throughout California, and new clients are always welcome. For more information or to make an appointment, please contact us either by:
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