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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1.–5. rezultāts no 37.
... Qualified Plan Benefit by Surviving Spouse Trustee as Intermediary Payee of Qualified Retirement Plan U.S. Government/Civil Service Retirement Plans Railroad Retirement Other Retirement Plans Nonqualified Retirement Plans Chapter 16 ...
... qualified terminable interest property (QTIP) for which the marital ... retirement plan benefits (I.R.C. Section 2039). The gross estate does not ... Planning Understanding the Five Estates in Estate Planning.
... qualified plan benefits, 401(k) plans, Simplified Employee Pensions (SEP), Individual Retirement Accounts (IRA), Keogh plans, qualified or nonqualified deferred compensation plans, salary continuation benefits, survivor benefits ...
... Qualified retirement plan benefits, including IRAs, Keogh plans and 401(k) plans, SEPs, qualified and nonqualified deferred compensation plan benefits, salary continuation benefits, annuity contracts, and individual and group life ...
... IRA, SEP, 401(k) plan, Keogh plan, salary continuation plan, deferred compensation (qualified and nonqualified), qualified retirement plan benefits, group life insurance, or any other contract benefit; 3. Survivorship [i.e., JTWROS ...
Saturs
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 |