Living TrustsJohn Wiley & Sons, 2004. gada 28. apr. - 432 lappuses Everything estate owners need to establish a successful living trust When properly designed, a revocable living trust can provide all of the estate tax-saving benefits available under a decedent’s Last Will, eliminate a lifetime court-supervised financial guardianship of a person’s financial affairs in the event of physical or mental incapacity, and, upon the trustor’s death, facilitate estate administration without the necessity of a court-supervised process, or probate. Shockingly often, however, trusts are poorly designed and underfunded, nullifying all of their considerable advantages. Living Trusts, Third Edition shows the estate owner how to set up, fund, and manage a living trust that will protect the trustor’s financial affairs in both life and death. Order your copy today! |
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... individual citizens or residents of the United States.7 The first federal gift tax was imposed by the Revenue Act of 1924. Repealed by the Revenue Act of 1926, the gift tax was reinstituted by the Revenue Act of 1932. With modifications ...
... individual or the care of the individual's property.40 However, where the decedent's executor did not file the required certification with the Form 706 and the decedent's physician and records were currently available, the Internal ...
... individual income tax rate gift tax on lifetime gifts in excess of the gift tax annual exclusion amount or gift tax marital deduction. Conversely, the unified credit is a tax credit equivalent to the amount that is exempt from federal ...
... individual life insurance, group term life insurance, and so forth), then, upon the decedent spouse's death, those ... individuals and charities, cannot be funded. Pour-Over Will The only exception to this rule is a pour-over will that ...
... individual and group life insurance proceeds payable to a designated beneficiary other than the decedent's estate are part of the nonprobate estate. Other Nonprobate Property Other property interests included in the nonprobate estate ...
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Part II Operation of a Revocable Living Trust and the Impact of Taxes | 133 |
Part III Lifetime Funding of a Revocable Living Trust | 213 |
Part IV Supporting Documents | 377 |
Bibliography | 391 |
Index | 399 |