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Currently on Maternity Leave & Not accepting new Clients, Current Clients use Email. In case of Emergency or Death call Judy at: (775) 832-7006

Offices: 3449 Akala Dr., Kihei, HI 96753 and P.O. Box 3464 Incline Village, NV 89450

Marchellolaw@gmail.com

Video: Estate Planning Documents Explained

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  Estate Planning Documents Explained Why do you need a Will or Trust? No Will or Trust? It is important to use estate planning tools so that your family does not have to go to court when you pass away. By drafting a will and a trust your family can completely avoid any court intervention. […]

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Phone and Video Appointments

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Kristen (Spees) Marchello is celebrating 10 years in business and the arrival of a new baby!  Currently on maternity leave and not taking new clients.  Current clients please email:  Marchellolaw@gmail.com    In case of death or emergency please call Judy at 775-832-7006.   

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About Kristen Marchello

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Death Check list

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Here is a list of what to do when your loved one passes away.   If this is not an emergency situation, sit back, take your time, there is no rush. Notify a doctor, coroner or local police officer that the person has died, herein after called decedent. Look for the decedent’s trust and will […]

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The New Estate Tax Exemption 2020

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The federal estate tax exemption amount is $11,580,000 for individuals and double that for married couples!  This number is projected to fall in 2025 back to $5,490,000.   This means that you can give away 11.58 Million without your beneficiaries paying an estate tax. The gift tax exemption amount also increased to  $15,000 in 2020.

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Domestic Asset Protection Trust

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An alternative to titling your property into an LLC is to title it into a Domestic Asset Protection Trust.  Our favorite is the Nevada Self-Settled Spendthrift Trust.  The State of Nevada passed several laws in 1999 which allow for the use of this type of trust and in 2009 more laws were passed which provide […]

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5 ways to give your home away tax-free

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1.  Keep it until you die.   If your estate is below the unified tax credit, currently $11.4 million in 2019, when you die the property tax basis will be STEPPED UP to fair market value, saving your children capital gains taxes on the appreciation. 2. Give it to your kids now for free.  You can give your home […]

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10 Ways to Avoid Capital Gains Tax Legally

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A capital gain is a profit made from selling an asset such as a stock, bond or real estate.  The U.S. government taxes capital gains at different rates.  Short-term capital gains (held one year or less) are taxed at your normal tax rate.  Long-term capital gains (held over a year) benefit from a reduced tax […]

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Have you updated your Trust since 2004?

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DOES THE NAME TERRI SCHIAVO RING A BELL?  All of us watched the unfortunate events on the news BACK THEN involving one family’s struggle with the right to die with dignity.  Regardless of how you felt about that situation, everyone agrees your wishes should be stated in your estate planning documents.  Because of a change in […]

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Special Needs

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Do you have a child, relative or friend that is receiving government benefits?    If they receive any type of inheritance this may disqualify that person from receiving government benefits leaving them with a small inheritance with no help from the government.   A special needs section in your trust can provide for someone receiving […]

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