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| <html> | |
| <head> | |
| <title>Welcome to Security Financial Group! - Estate Taxes</title> | |
| <meta NAME="resource-type" CONTENT="document"> | |
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| CONTENT="FREE IN-HOME SERVICE ANYWHERE IN SOUTHERN CALIFORNIA. OUR STAFF OF 100+ WILL HELP YOU PLAN YOUR ESTATE, HELP YOU AVOID PROBATE AND REDUCE ESTATE TAXES! ALL AT YOUR KITCHEN TABLE) ! ! ! !"> | |
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| CONTENT="legacy living trust southern california, Living trust, estate planning, financial planning, living will, estate documents, probate, investments, life insurance, long term care insurance, estate taxes, probate taxes, California probat, lawyers, planners, retirement planning, gifting, probate fees, senior planning real estate, estate planners, Security finnical, Real Estate"> | |
| </head> | |
| <body BGCOLOR="#FFFFFF" LINK="#E63420" VLINK="#E63420" ALINK="#E63420"> | |
| <p ALIGN="center"><img SRC="estate_title.jpg" ALT="estate_title.jpg (6602 bytes)" | |
| WIDTH="360" HEIGHT="28"><font COLOR="#FFFFFF">__.___</font></p> | |
| <p><font FACE="Times New Roman" SIZE="3" COLOR="#804040"><b>The Basic Rules of Estate Tax</b></font></p> | |
| <div align="center"><center> | |
| <table WIDTH="90%" cellspacing="0" cellpadding="0"> | |
| <tr> | |
| <td><font FACE="Arial" COLOR="#804040"><small>The goal of estate taxes is to try to pay | |
| the minimum taxes by the use of deductions, exemptions, and credits. The first rule is | |
| that an unlimited amount of assets can be passed to a surviving spouse without one dime of | |
| death tax being paid. This is known as the unlimited marital deduction. The second | |
| rule is that one can pass assets to one's heirs, tax free, in an amount equal to what is | |
| called the Federal Estate Tax. An excellent benefit of a Living Trust is that | |
| married couples can take advantage of a loophole in the law and double their federal | |
| estate tax equivalent exemption. This term refers to the total net assets that can | |
| be transferred to named heirs whereby no estate taxes will be due. The equivalent | |
| exemption is scheduled to go up in stages between year 1998 and year 2006 until it | |
| reaches $1,000,000. The equivalent exemption for each year is listed below.</small></font></td> | |
| </tr> | |
| </table> | |
| </center></div> | |
| <dl> | |
| <div ALIGN="center"></div> | |
| <dd align="center"> <div align="center"><center><table BORDER="1" CELLSPACING="0" | |
| CELLPADDING="0" BGCOLOR="#FFFFFF" BORDERCOLOR="#804040" WIDTH="30%"> | |
| <tr> | |
| <td WIDTH="50%" ALIGN="CENTER"><b><font FACE="Arial" COLOR="#804040" SIZE="-1">Year</font></b></td> | |
| <td ALIGN="CENTER"><font FACE="Arial" COLOR="#804040" SIZE="-1"><b>EstateTax<br> | |
| Equivalent Exemption</b></font></td> | |
| </tr> | |
| <tr> | |
| <td WIDTH="50%" ALIGN="center" BGCOLOR="#E7C683"><font FACE="Arial" COLOR="#804040" | |
| SIZE="-1">1997</font></td> | |
| <td WIDTH="50%" ALIGN="center" BGCOLOR="#E7C683"><font FACE="Arial" COLOR="#804040" | |
| SIZE="-1">$600,000</font></td> | |
| </tr> | |
| <tr> | |
| <td WIDTH="50%" ALIGN="center"><font FACE="Arial" COLOR="#804040" SIZE="-1">1998</font></td> | |
| <td WIDTH="50%" ALIGN="center"><font FACE="Arial" COLOR="#804040" SIZE="-1">$625,000</font></td> | |
| </tr> | |
| <tr> | |
| <td WIDTH="50%" ALIGN="center" BGCOLOR="#E7C683"><font FACE="Arial" COLOR="#804040" | |
| SIZE="-1">1999</font></td> | |
| <td WIDTH="50%" ALIGN="center" BGCOLOR="#E7C683"><font FACE="Arial" COLOR="#804040" | |
| SIZE="-1">$650,000</font></td> | |
| </tr> | |
| <tr> | |
| <td WIDTH="50%" ALIGN="center"><font FACE="Arial" COLOR="#804040" SIZE="-1">2000</font></td> | |
| <td WIDTH="50%" ALIGN="center"><font FACE="Arial" COLOR="#804040" SIZE="-1">$675,000</font></td> | |
| </tr> | |
| <tr> | |
| <td WIDTH="50%" ALIGN="center" BGCOLOR="#E7C683"><font FACE="Arial" COLOR="#804040" | |
| SIZE="-1">2001</font></td> | |
| <td WIDTH="50%" ALIGN="center" BGCOLOR="#E7C683"><font FACE="Arial" COLOR="#804040" | |
| SIZE="-1">$675,000</font></td> | |
| </tr> | |
| <tr> | |
| <td WIDTH="50%" ALIGN="center"><font FACE="Arial" COLOR="#804040" SIZE="-1">2002</font></td> | |
| <td WIDTH="50%" ALIGN="center"><font FACE="Arial" COLOR="#804040" SIZE="-1">$700,000</font></td> | |
| </tr> | |
| <tr> | |
| <td WIDTH="50%" ALIGN="center" BGCOLOR="#E7C683"><font FACE="Arial" COLOR="#804040" | |
| SIZE="-1">2003</font></td> | |
| <td WIDTH="50%" ALIGN="center" BGCOLOR="#E7C683"><font FACE="Arial" COLOR="#804040" | |
| SIZE="-1">$700,000</font></td> | |
| </tr> | |
| <tr> | |
| <td WIDTH="50%" ALIGN="center"><font FACE="Arial" COLOR="#804040" SIZE="-1">2004</font></td> | |
| <td WIDTH="50%" ALIGN="center"><font FACE="Arial" COLOR="#804040" SIZE="-1">$850,000</font></td> | |
| </tr> | |
| <tr> | |
| <td WIDTH="50%" ALIGN="center" BGCOLOR="#E7C683"><font FACE="Arial" COLOR="#804040" | |
| SIZE="-1">2005</font></td> | |
| <td WIDTH="50%" ALIGN="center" BGCOLOR="#E7C683"><font FACE="Arial" COLOR="#804040" | |
| SIZE="-1">$950,000</font></td> | |
| </tr> | |
| <tr> | |
| <td WIDTH="50%" ALIGN="center"><font FACE="Arial" COLOR="#804040" SIZE="-1">2006</font></td> | |
| <td WIDTH="50%" ALIGN="center"><font FACE="Arial" COLOR="#804040" SIZE="-1">$1,000,000</font></td> | |
| </tr> | |
| </table> | |
| </center></div></dd> | |
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| <tr> | |
| <td width="90%" align="left"><small><small><strong><font FACE="Arial" COLOR="#804040">BASE | |
| ON THE CHART ABOVE IF YOU HAVE AN ESTATE OVER 650,000 EVERY DOLLAR OVER THAT AMOUNT WILL | |
| BE TAXED AT A RATE OF 35% AND GOING AS HIGH AS 55% OR MORE ON LARGE ESTATE. TO QUOTE A | |
| FAMOUS T.V. FINANCIAL PLANNING EXPERT</font><font FACE="Arial" color="#FFFFFF">"</font><font | |
| FACE="Arial" COLOR="#804040">"YOU ARE CRAZY IF YOU DON'T HAVE A LIVING TRUST IN | |
| CALIFORNIA".</font></strong></small></small></td> | |
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| <td><p ALIGN="center"><font FACE="Arial" SIZE="1" COLOR="#804040">© Copyright parts <i>1999 | |
| Security Financial Group</i> <br> | |
| © Copyright 1999 <a HREF="mailto:ntacx@exploreoc.com">NTACX</a>, Web-werks "Impact | |
| by NTACX"® <br> | |
| Trademarks are the property of the respective owner <br> | |
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