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    Joshua and Laura Meier Newport Beach Trust and Estate Planning Attorneys Focused on Helping Families with Young Kids
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    Sep 3 12

    Wealth Transfer Uncertainty – The New Normal

    Newport Beach Law Firm

    “You
    Must Act Now!”

    “The
    Now Moment Has Arrived.”

    Late-night
    infomercial pitchmen? Nope. Wealth planners breathlessly warning prospective
    clients that they have only until Dec. 31 to seize a “historic” opportunity to
    transfer millions to kids and grandkids, tax free.

    While most political
    prognosticators are struggling to predict the outcome of the elections in
    November, you need to be thinking (and planning) for January, 2013.

    The estate laws of 2012 are
    generous and ripe for implementation. However, what will take effect on January
    1, 2013 is anybody’s guess. One thing is clear: anything can happen in a
    divided and contentious lame-duck Congress.

    There’s simply nothing worse for
    wealth transfer planning than an unforeseeable future, but that’s exactly what
    we face.

    The auspices of 2012 and the
    unknowns of 2013 have been featured once more in Forbes. In a recent article titled “Should You Give Your Wealth To Your
    Grandkids Before December 31?
    ,” this quandary is explored.

    Unfortunately, the question
    posed in the title of the article is not given easy answers. In the end, the how, when,
    whom and even how much issues must be addressed on a case by case basis. You know
    your own needs and assets.

    Fortunately, Meier Law Firm
    can help you make navigate these issues.

    As it stands, everyone has
    something to gain by acting on current law, whether by gift or by trust. But
    your options may become extremely limited once the ball drops in Times Square.

    Reference: Forbes
    (August 2, 2012) “Should You Give Your Wealth To Your
    Grandkids Before December 31?




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    Meier Law Firm | 2103 Vista Entrada, Newport Beach, CA 92660
    phone: 949.718.0420 e-mail: office@meierfirm.com