New 2023 Tax Laws may dramatically impact your estate taxes!
Contact ULTRA to schedule a complimentary Estate Planning Consultation or 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.
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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.
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