| Jeff Forman, Financial Advisor |
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| Securities and investment advisory services offered through Foothill Securities, Inc., member FINRA/SIPC. |
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| Estate Planning Intro... |
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| ���������������������������������� Estate Planning The subject of estate planning deals with the distributions of assets after death. It involves consideration of taxes and probate (or alternatives to probate). It may involve the use of life insurance and/or investment products. Some of the key elements of a comprehensive estate play might include: ��� Will ��� Durable Power of Attorney ��� Trusts ��� Advanced Health Care Directive The tax legislation of 2001 changed estate taxes, gift taxes, generation-skipping taxes, and the stepped-up basis rule for assets at death. See the websites below for information on these changes. Estate planning can be very complex. It is not a topic for most people to address on their own. I recommend that you seek professional advice and work with an attorney who specializes in estate planning. The following are estate planning attorneys whom I recommend: John P. Breckenridge 2901 Moorpark Avenue, Suite 175 San Jose, CA 95128-2805 (408) 243-3242 E-mail: [email protected] Stephen C. Gruber 5050 El Camino Real, Suite 111 Los Altos, CA� 94022-1526 (650) 965-7300 www.ca-trusts.com Richard C. Dayton The Dayton Law Firm 1754 Technology Drive, Suite 230 San Jose, CA 95110-1319 (408) 437-7570 www.taxandestateplanners.com |