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
After you fill out the required information, press "Send Message," and one of our team members will be in touch with you in no time!
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.