Category: Trust and Estate Planning
6 posts categorized as "Trust and Estate Planning"
Other Questions …
January 19, 2011
What has been done to minimize taxes? Who are the right people to make decisions Executor, Trustee, Guardian How will any applicable taxes be paid? What is the most effective way to liquidate the estate?
What strategies have you not considered?
January 19, 2011
Family Limited Partnerships Credit Shelter Trust QTIP / QDOT Trusts Children’s Trusts Power of Attorney Healthcare Proxy / Living Will
Will your assets be transferred according to your wishes?
January 19, 2011
Will Beneficiary designations Outright lifetime transfers Re-titling Trusts
Which assets will you pass to others?
January 19, 2011
Business Home, other properties (Art, collectibles, jewelry, etc…) Stock and stock options IRAs and 401(k)s Bonds Investment in Real Estate Other Securities
When is the best time to transfer your assets?
January 19, 2011
During your lifetime Upon your death Upon your spouse’s death
To whom will you leave your wealth?
January 19, 2011
Children or grandchildren Spouse Other family or friends Charity / Institutions / Endowments