Straight Talk! About Estate Planning: What to Do When Someone Dies
by Deborah E. Roser & Peggy R. Hoyt, J.D., M.B.A.Straight Talk! What To Do When Someone Dies provides you with insight about the things you
by Deborah E. Roser & Peggy R. Hoyt, J.D., M.B.A.Straight Talk! What To Do When Someone Dies provides you with insight about the things you
by Peggy R. Hoyt, J.D., M.B.A.Estate administration is an on-the-job learning experience that most hope they will never have to experience. What’s the Deal With
by Peggy R. Hoyt, J.D., M.B.A.Estate administration is an on-the-job learning experience that most hope they will never have to experience. What’s the Deal With
How to Turn a Modest Tax-Deferred Account Into Millions For Your Family Introduction Don’t I have to use this money for my retirement? How much will I have to take out? Doesn’t my beneficiary affect my distribution? Whom can I name as beneficiary?
No one likes to contemplate divorce. Unfortunately, the reality is that 40% to 50% of marriages will end in divorce. This raises issues that should be addressed by couples considering dissolving their union. Jeff, and his wife, Sue, were in the process of divorcing when Jeff unexpectedly passed away.
How To Reduce Or Eliminate Your Estate Cost What are estate taxes? Who has to pay estate taxes? How is the net value of my estate determined? How can I reduce or eliminate my estate taxes? Use Both Exemptions Remove Assets From Your Estate Tax-Free Gifts Irrevocable Life Insurance Trust (ILIT) Qualified Personal Residence Trust […]
How to Secure a Lifetime Income, Save Taxes & Benefit a Charity What does a CRT do? How does a CRT work? Why not sell the asset myself and re-invest? What happens if they use a CRT? What are my income choices? Can I receive a fixed income instead?
How to Secure a Lifetime Income, Save Taxes & Benefit a Charity What does a life insurance trust do? What are estate taxes? Who has to pay estate taxes? What makes up my net estate? How does an insurance trust reduce estate taxes?
How to Secure a Lifetime Income, Save Taxes & Benefit a Charity What does a life insurance trust do? What are estate taxes? Who has to pay estate taxes? What makes up my net estate? How does an insurance trust reduce estate taxes?
Overview What is a trust? How does a living trust work? Who are the people involved with a living trust? What do I need to know now? What responsibilities will I have as a trustee? Do I have to do all of this myself? How will I know if the grantor is incapacitated?
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