Our EstatePlanner Documents Organizer

Our EstatePlanner Documents Organizer
The EstatePlanner is a comprehensive estate planning and documents organizer system.This useful financial tool is the easy and efficient solution to enable your heirs to quickly locate all your important legal documents and information, and to settle your estate quickly and inexpensively. It consists of 150 pages of tabbed forms, planning checklists, and estate planning information, all housed in a deluxe 3-ring binder. It comes with an instructional CD recorded by Mr. Loveridge to help you use it effectively. $79.95 + s/h. For more information, see our posting for November 28, 2008, below. To order, call us at (801) 262-8889, or email us at emarel@comcast.net. Free Bonus when you order The EstatePlanner: Mr. Loveridge's 172-page estate planning course, "How To Avoid Probate, Death Taxes, and Family Civil War!"

Thursday, January 10, 2013


Applicable Exclusion Amount $5.25 Million for 2013 Deaths

IrsGood news! The federal estate tax exemption will remain $5.25 million for individuals dying in 2013 ($10.50 million for couples).  This amount will INCREASE annually, adjusted for inflation. If you and your spouse have signed trusts with "A-B" trust provisions (assets split into "Marital and Family" trusts at the first spouse's death), and your estate is significantly below $5.25 million in value, you should call us to discuss amending your trust to remove these provisions. We'll be happy to explain the "pros and cons" of doing so. 
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