Temmerman, Cilley & Kohlmann, LLP - Estate Planning

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March 2019 Archives

Preparing to manage estate taxes

You may have resigned yourself to the notion of having your estate taxed as being an inevitability. Many in San Jose come to us here at Temmerman, Cilley & Kohlmann, LLP with the same assumption, as well as concerns that having to pay tax will leave little to go their beneficiaries. Yet despite the seeming inescapability from death and taxes, you may be pleasantly surprised to learn that there is a strong possibility your estate will not even be taxed at all. 

Spendthrift trusts can allow for responsible financial habits

Many families across California can identify with having children, grandchildren or other beneficiaries that failed to inherit the same diligent savings habits as their parents or grandparents. As you plan your estate, you may worry about how these loved ones may cope with a sudden increase in wealth.

What is a living will?

In all likelihood, you have some pretty specific ideas about the type of medical care and treatment you want and do not want at the end of your life. But who will carry out your wishes when the time comes if you are too ill or incapacitated to make your wishes known? This is where a California living will can serve you well.

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