New 2023 Tax Laws may dramatically impact your estate taxes!

Schedule a FREE Trust Review.

We at ULTRA Estate Planning strongly urge you to make sure that you have your living trust/estate plan reviewed, as New 2023 Tax Laws may dramatically increase your estate taxes.

Vital Trust Review Topics we’ll be discussing:

• Trust Documents Review
• Healthcare Directives
• Asset Distribution
• New Estate Laws
• Protect Your IRA
• Qualify for MediCal Without a Spend-down

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Taking the first step towards your financial freedom today!

A Revocable Living Trust is a legal document that allows a person to transfer their assets to a trustee, who will manage them for the benefit of the settlor (trust creator) and the settlor's beneficiaries.

Pension Maximization is a strategy to maximize the amount of retirement income one can receive from a pension plan.

Retirement Savings is the money that a person puts aside to ensure that they have enough funds for when they retire.

Estate Settlement/Trust Administration is the process of distributing a deceased person's assets to their beneficiaries.

MediCal Planning is the process of making sure that one's estate is protected from excessive medical costs.

Call (800) 280-0663 

for a complimentary appointment.