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Finally affordable estate planning. Often one third the price of most other law firms.

We are dedicated to assisting you with the sometimes difficult, but necessary questions involved in planning for your future.

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Affordable Estate Planning

What Our Clients Are Saying:

 Thank-you so much for all the time and trouble you have taken with me. I consider you a friend as well as a legal advisor. The best to you...
-Elizabeth
 I am so thankful for what you did. I appreciate your flexibility and your willingness to work with us. I appreciate your availability. And honestly, there is nothing I did not like about our experience. It truly was a blessing that you came by our home to meet with us; this was very convenient. What we received was well worth the money and the time spent. We definitely feel more secure and are thankful we have an estate plan in place. I would highly recommend your services to someone else. Not only were you professional, but you also were very personable. You offered us great advice and insight in putting our Trust together. Thank you so much!!
-Pastor Dwayne

Estate Taxes

Minimize or Avoid Your Estate and Gift Taxes

When planning for your Estate Tax liability, the main goal is to minimize or completely eliminate the amount of death or gift taxes your Estate will owe upon your death. Although many people believe Estate Taxes are only a concern of the wealthy, tax planning should be considered by everyone because of the uncertainty of the future changes to the IRS code and Estate Taxes.

At the Law Offices of Adam Allen Arant, located in San Jose, California, we teach our clients about how to minimize or completely eliminate their gift and / or death taxes through drafting an Estate Plan to meet your specific needs. Through a combination of certain trusts and/or gifts, you may be able to reduce the death tax liability imposed upon your estate. Through our understanding of the federal and state tax codes, we can help you with any tax implications by translating this often difficult language. Contact us to schedule a free initial consultation to see if we can reduce your Estate Taxes.

Trusts as an Estate Tax Planning Tool

An Estate Tax determines the amount of money available to your family after your death. The federal government can tax that part of your estate, which exceeds $3.5 million in 2009. A trust drafted by The Law Offices of Adam Allen Arant can help minimize or eliminate the amount of taxes your estate will owe. While certain types of trusts are not appropriate for your individual situation, our firm commonly drafts the following types of trusts:

* Marital trusts, AB Trusts, Bypass Trusts, and Family Trusts

* Credit Shelter Trust

* Insurance Trust or Irrevocable Life Insurance Trust (ILIT)

* Charitable Trust

Gift Tax Exemptions

Another way people minimize or eliminate their potential Estate Tax is to give away certain property before their deaths. You may owe taxes on gifts over certain amounts in any given year. For example, in 2009 an individual can give up to $13,000.00 to a single person in any one year, and up to $1 million during their lifetime. The following types of gifts are usually exempt from any federal gift tax:

* To spouses;

* Educational or medical expenses paid directly to the institution for another person

* To certain charities or political organizations

* To an individual in a single year which do not exceed $13,000.00

Protect your family and your property with an individually tailored Estate Plan, that includes one or more trusts. Contact the Law Offices of Adam Allen Arant to schedule a free initial consultation. We counsel people throughout San Jose, San Francisco, Oakland, Sacramento, the greater Bay Area and all of Northern and Central California. Please call (530) 220-2172.