Estate Planning Saves Money
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 |
How to Contact Us
For more information or an appointment, please call
San Diego Law Firm at 619-794-0243,
or, if you prefer, send us an e-mail at
and an attorney from our office will contact you. Please note
that making a phone call or sending an e-mail does not create
an attorney-client relationship; this requires a written agreement.
Please do not e-mail any confidential information to us until
an agreement is signed; at that point, we can exchange confidential
information freely.
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