Arya Legal California

Is tax free transfer of your appreciated assets going away?

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Biden’s American Families Plan: What it means for tax free transfer of your assets to your kids? — EVEREST LEGAL DOCS I discussed in my last blog that Biden’s tax policy might do away with step up in basis. And here we are. The American Families Plan is out and “hidden” there is a provision that proposes to do just that. This may negatively impact intergenerational wealth transfer of many California home-owni...

“We do not inherit the earth from our ancestors; we borrow it from our children” Chief Seattle🌳🦈

On this Earth Day, 2021, I am sharing some small steps we take at EVEREST LEGAL DOCS to help the earth:

a. We print double sided unless one sided is necessary.
b. We reuse paper by creating our own note pads.
c. We digitize our draft documents, so paper is saved.
d. We use audio and video conferencing whenever possible.
e. We recycle and buy recycled.
f. We encourage reuse of plastic utensils - my favorite.

I would love to hear your small home or office tips on earth friendly changes we can make. 🌳❤

IS THE MIDDLE CLASS ABOUT TO LOSE A VERY VALUABLE WEALTH TRANSFER BENEFIT? Stepped up Basis for Inherited Assets and Changes in Biden's Tax Policy.

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https://www.everestlegaldocs.com/blog/https/wwweverestlegaldocscom/blog-page-url/new-post-title

EVEREST LEGAL DOCS Wills and Trusts San Rafael Marin County Our blog provides articles and stories to illustrate that having an estate plan including wills trusts durable power of attorney and/or healthcare directive is easy and makes life simpler for all.

Happy New Year!
Take care of yourself and your family. Stay Blessed!

Another funny one 😃

A little estate planning humor!

Image: Anna Christodoulakis on Twitter: "Here's a little Estate Planning ... Found on Google from twitter.com

Check out my first ever youtube video! 😃 Do you like it? Feed backs are much welcome.

Have a great week! ❤️

What is an estate plan? Animated Video created using Animaker - https://www.animaker.com Simple explanation of why one needs an estate plan.

Dear Friends,

I am launching an estate planning business that puts you in charge.

Estate planning is creation of wills, trusts, financial and healthcare power of attorney documents. The goal is to take control of the distribution of your assets and decisions about your healthcare when you are not able to. In these uncertain times this becomes more important.

I am an LDA registered and bonded in Marin County, California. As an LDA. I take the instructions for your legal documents from you. However, I go beyond the documents and ensure that you are totally taken care. This, for estate plans, means that I will transfer all your assets to your trust (“fund” the trust) so you are protected from probate. Probate is court intervention when someone passes. It is costly, time consuming and very stressful.

I also provide total estate portfolio analysis to ensure that all your assets avoid probate and will back that up with ongoing support. Please check out my website:

www.everestlegaldocs.com

I am offering 30% off my regular price for full service comprehensive estate plan to my friends and family and the people that you know.

Please contact me if you are considering an estate plan for yourself or for your loved ones. I will not rest until you are satisfied.

Thank you.
❤️

EVEREST LEGAL DOCS EVEREST LEGAL DOCS Estate Planning We provide Estate Planning: Wills, Trusts, Deeds, Power of Attorney, Advance Healthcare Directive and Business Formation: LLC, Corporation. Srijana is a paralegal with a certificate from an ABA paralegal program, and a bonded and registered LDA (Legal Document Assistant).

So, you do not have an estate plan? It is okay until it is not okay! Examples from Prince’s life made simple!🎸

Please check out first of my blogs on Celebrity Life series on importance of estate plan in our lives.🌹

Blog — EVEREST LEGAL DOCS Srijana Dhakhwa 4/29/20 Srijana Dhakhwa 4/29/20 Trustee oversees the trust, can anyone oversee the trustee? This paper discusses conflicts that arise when the creator of the trust wants someone else to “oversee” the work of the trustee. These are generally called Trust Advisors or Trust Protecto...