Rita Holder Law Claimed

About Rita Holder Law Attorney Office: Rita Holder Law provide Rita Holder Law, located in Walnut Creek and San Francisco, is a well-respected firm specializing in estate planning, retirement planning and tax controversies. Our estate planning services will enable you to manage your assets, your health care, and your bequests in the event of your incapacity or death. Our passion is helping clients design their legacy. It is a priceless gift to your heirs to have planned well. If you have minor children you probably want to name the person or persons to care for them after your death. You probably also want to make sure certain or your relatives DO NOT care for your kids if you die. You must name guardians in your will. If you do not name guardians during your lifetime in your will, the court will decide who will take care of them upon your death. There are different types of conservatorships under the California Probate Code, including general conservatorships and limited conservatorships. General conservatorships are for people who can no longer care for themselves because of diminished physical or mental abilities caused by aging, sickness or accident. We will help you prepare a customized plan for their care and file the court documents on your behalf to make the arrangement legal. Limited conservatorships are set up by the family of individuals who are unable to care for themselves as a result of an Intellectual or Developmental Disability which began before age 18. California limited conservatorships give family members the legal authority to care for loved ones over age 18 whose developmental disability impairs their ability to care for themselves or their property. Limited conservatorships are intended to enable persons with developmental disabilities to receive services in order to lead independent, productive, and normal lives. If your loved one has died and you are the executor or trustee of their estate, it is your job to carry out their last wishes. We will help you understand your legal duties, get organized, distribute assets, handle tax returns and prepare trust accounting reports. We will also help you deal with life insurance, retirement assets and other non-trust assets. We are licensed to practice before the IRS and the Franchise Tax Board. We can assist you with tax problems related to the administration or distribution of an estate or other related tax issues. We are zealous advocates for the developmentally disabled. Let us help you set up the limited conservatorship and special needs trust your family needs. Let us help you make a plan for the future care of your disabled child. We will help you with making a financially sound plan for your retirement years while minimizing your tax liability. We will assist you with dovetailing your estate planning decisions with your retirement planning goals. If advantageous, will set up your customized tax-deferred retirement plan for you and get it approved by the Internal Revenue Service. Your plan assets will grow tax-free. In addition we will help you to structure your estate plan to minimize the tax burden to your loved ones who will receive your retirement assets upon your death. If you are administering a loved one’s estate after their death, our tax attorneys will assist you with filing accurate tax returns including the deceased’s form 1040, the fiduciary form 1041 and the federal estate tax return 706, if required. If you are notified of a personal or business tax audit by the IRS or the state Franchise Tax Board, we will manage the audit on your behalf. If any other tax controversy arises, we will represent you before the Internal Revenue Service, the California Franchise Tax Board or the US Tax Court as your registered representative. Free Initial Consultation Your initial 60-minu. BUsiness hours for Attorney: Rita Holder Law is Mo-Fr 09:00-17:00.

Rita Holder Law Website: http://www.ritaholderlaw.net

Rita Holder Law Office phone number: (925) 482-8910

Rita Holder Law Office Address: 1350 Treat Blvd, Walnut Creek, 94597

Rita Holder Law Business hours: Mo-Fr 09:00-17:00

Rita Holder Law Accepted payment methodes: all major credit cards, check, debit, visa, mastercard, amex

Rita Holder Law Law Specialties: Attorneys,Estate Planning Attorneys

Rita Holder Law Toll Free Number: