Estate Planning

Click here for our Instant Quote Engine - Your privacy is guaranteed - we do NOT share your information with any other salespersonsClick here for Individual & Family Medical Insurance Quotes   Your privacy is guaranteed - we do NOT share your information with any other salespersons Click here for Instant Proposals for Group Medical Insurance    Your privacy is guaranteed - we do NOT share your information with any other salespersonsclick here for instant medi-gap quotes          Your privacy is guaranteed - we do NOT share your information with any other salespersons Term Life Quotes 24/7 and apply online          Your privacy is guaranteed - we do NOT share your information with any other salespersons

 
Click here to get quotes and apply ONLINE ---  Your PRIVACY is guaranteed - we do NOT share your information with any other salespeople

Steve Shorr Insurance

 

California - Office (310) 519-1335  Toll Free (888) 277-8219

 

Email us   Live Chat


Established   1981

Home Page
Instant Quotes
Employer Plans
How to Apply
Individual - Family
Term Proposals
Life Information
Disability
Medicare Plans
HIPAA Rates
Retirement
Dental
FAQ's
Mr. MIP
Travel
Cal Cobra
Espanol
Applications
Provider Directories
Biography
Contact & Caveats
Site Map


Travel Insurance Logo - Click here for more information on Travel & International Plans

Blog

Click here for Live Chat with our owner Steve Shorr
Live Chat

 

 

Since we cannot take our money & property with us, it should be given to those for whom we cared. For most of us that means simply giving the estate to family members and loved ones. Life Insurance can help too.  If the estate is going to be given away, it makes sense to give it to loved ones rather than to the government in the form of avoidable taxes.

  Free ONLINE Needs Analysis

The other 49 States

The purpose of estate planning is to help a person build a large estate during life and to pass as much of it as possible to the loved ones upon death. This website and links, attempts to present the various types of available estate planning for the average estate.

An estate plan is the procedure by which a person attempts to preserve the assets of his estate during life and distribute them after death. The main considerations in estate planning are avoiding probate, reducing estate and inheritance taxes and quickly distributing the estate to the designated heirs.

A complete estate plan will consider methods for preservation of the estate during life by maximizing income while reducing income taxes that must be paid. The costs of probating a will are large. An old joke: If the person was not already dead, the cost to probate his estate would kill him.

Probate costs include court fees, appraisal fees, attorney fees and executor fees. Court costs and appraisal fees are modest: a couple of hundred dollars for an average estate. The real costs are the attorney and executor fees. Click here to view the rest of the article on Lawyeratlarge.com

Consumer Links

P.J. Hoskins, Esq.  Site on Estate Taxes Contesting a will or trust

CA State Bar - Do I need Estate Planning?

Free Advise.com ESTATE PLANNINGAsset ProtectionEstates Legalese

Free Advise.com Elder Law, ,  , , Wills Estate Tax Law, Gift Tax Law,

Does a family member have "Special Needs?" Delany Law Office

California Courts - Self Help Site

Unclaimed Property (Escheat) with the State of California?

Term Life Proposals  

 Estate Planing Center.com

Law Help.org Life & Estate Planning
Wills, Funerals, Conservatorships

IRS site on Estate & Gift Taxes

IRS Publication 950,

IRS FAQ's

2004 Estate Tax Rates

FAQ's from Free Advise.com

Attorney Referral

 

Simplified Issue, No Medical Exam, Full Benefits payable immediately  Blue Cross LifeBenefits Brochure and Application 03/06

 

The other 49 States

Probate Living Trust Wills Questionaire Estate FAQ CRT Health Directive

Life Insurance

   

We proudly represent and are Authorized Agents for:

Health Net   - A better decision

Health Net - Group - Individual & Families

Jackson National Logo

Jackson National Life

Pacificare Logo & Hyperlink

Individual Plans   Group Plans

Blue Cross CA Logo & Hyperlink

Blue Cross of California

The Standard Insurance Company Logo & Hyperlink

Standard Insurance

Blue Shield

Kaiser

California Choice

Better Health

Public Transportation

Privacy

Get Instant Medical & Life Quotes

INSTANT Health & Life Proposals 

(310) 519-1335 

(888) 277-8219

Email

Let us know, how we can make our site more helpful

Get on our newsletter list

 

Click here for Caveats, Disclaimers, Usage Agreement  & Contact Info.

Let us know, how we can make our site more helpful

Get on our newsletter list

Get Medical Quotes Now

1027 W. 11th # 3 San Pedro, CA 90731-3558

click analytics