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January 2024 Newsletter
Jensen Estate Law
January Newsletter
New Year, New Order: Putting Your ‘House’ in Perfect Shape
Start 2024 with your financial affairs in pristine order. Our latest article walks you through how to kickstart your year by organizing vital documents, re-evaluating beneficiaries and fiduciaries, and setting the stage for smooth Tax Day preparations. We delve into the importance of open communication in estate planning and offer actionable advice to ensure your ‘house’ stands as a well-organized stronghold of wealth preservation.
Trusts & Taxes: The Crossroads of Wealth Management
Delving into the world of trusts and income taxation, we take an educational journey exploring their interconnected relationship. The complexity of trusts’ income taxation is untangled, revealing the hidden facets that impact their operations and the wealth they protect. This article aims to help you understand the significance of tax planning and the role of income taxation within the context of a trust, all while keeping an eye on preserving your estate’s value.
How a Community Property Trust Could Save You Money in Taxes
Learn how a community property trust can be a valuable tool to save on taxes and preserve your family’s legacy. Discover the benefits of a full step-up in basis and how this trust can significantly reduce capital gains tax liabilities, allowing you to secure your assets and provide for your loved ones.
August 2023 Newsletter
Jensen Estate Law August Newsletter Clients Who Have Outgrown Their Estate PlanAs laws and circumstances evolve, outdated plans may lead to unintended consequences, jeopardizing your legacy vision and your loved ones' future. Learn how changes in tax laws, wealth accumulation, relationships, and beneficiary needs demand adjustments to your estate plan. Discover the significance of...
July 2023 Newsletter
Jensen Estate Law July Newsletter Peace of Mind for Parents: The Importance of College Student Estate PlanningExplore the often overlooked but crucial aspect of preparing your college-aged child for their journey into adulthood – estate planning. This comprehensive guide not only explains the importance of having a legal safety net for your young adult but also delves into how this...
2023 June Newsletter
Jensen Estate Law June Newsletter Estate Planning 102: Expanding Your Knowledge on Estate PreservationEstate planning can be a complex and daunting task that may seem like it is using a foreign language or requires extensive research to understand. However, many of the most common questions or confusing concepts actually have very simple answers. In this article, we will answer some...
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