1 / 6

Will Planning

Plan your estate effectively to minimize taxes and probate costs for your heirs. Create revocable and marital trusts, utilize life insurance trusts, and associated documents for a seamless transfer of assets. Save up to $300,000 in taxes.

aerona
Télécharger la présentation

Will Planning

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Will Planning Will $1,300,000 Estate On First Death $650,000 $650,000 $650,000 No Tax $ 1,300,000 $ 650,000 On Second Death $650,000 to be taxed 37-55% Also 5-7% of Gross to Probate Cost to Family-$300,000

  2. Non-tax Trust Plan Revocable Living Trust on first death Marital Trust on second death heirs No Probate

  3. Tax PlanningEstate Plan Family Revocable Living Trust On first Death all income $650,000 Marital Trust Survivor Trustee Family Trust On second Death Heirs No Probate, No Taxes up to $1,300,000, Savings-$300,000

  4. Tax PlanningEstate Plan Family Revocable Living Trust On first Death all income $650,000 Marital Trust Survivor Trustee Family Trust On second Death Life Insurance Trust tax free Heirs policy

  5. Associated Documents Family Revocable Living Trust Funding Documents Pour-Over Wills Durable Powers of Atty. for Prop. Certificate of Trust Durable Powers of Atty. for Health

  6. Cost Comparison Administration Costs Estate Size

More Related