The great estate planning solution is an A-B Living Trust to pass more to beneficiarie
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$3,000,000.00 estate
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Assumes death in 2005
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All to surviving spouse
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To trust "A" $1,500,000
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To trust "B" $1,500,000
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Unlimited mariral deduction
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Unlimited mariral deduction
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Exemption equivalent
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Estate tax at first
death = $0
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Estate tax at first
death = $0
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Estate tax at first
death = $0
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At death of surviving spouse $3,000,000
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At death of surviving spouse $1,500,000
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At death of surviving spouse, trust assets not included in spouse's estate
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Estate tax = $750,000
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Estate tax = $0
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Estate tax = $0
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To beneficiaries
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To beneficiaries
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To beneficiaries
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Previous Page
or
Read more useful information:
Understand Federal Estate Tax Exemption
Living Trusts Take Precedence Over a Last Will.
Check is your state a Dower or Curtesy requirements state?
About Marital Property Rights
Notary Acknowledgment and Witness Declaration
Living Trust Legal Information
Living Trust Frequently Asked Questions
Living Trust Legal Articles
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Problems Solved by Estate Planning
A living trust can solve many of the problems encountered in estate planning. Some ...
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Try to Avoid Probate with Living Trust
First of all, what is probate? We've heard various things about probate and we pretty ...
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The AB Living Trust Saves Taxes
Some people must consider federal estate tax when planning their finances. Estate tax ...
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Why Are Private Jets Being Subsidized By You and Me?
Newsweek
The National Business Aviation Association's (NBAA) vocal opposition to modernizing the air traffic control (ATC) system has more to do with preserving the status quo for private jet owners than protecting the interests of the flying public ...
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How cosigning a mortgage loan can bring big risks
Los Angeles Times
If you want your relative to inherit the house should you die, you can include her as the property's beneficiary in estate planning documents or a transfer on death deed, if your state has that document for real estate. (Mortgages aren't assets, so ...
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Cynthia's story: What if a loved one passes on without making a plan for you?
Guardian (blog)
Business Succession Plan: This would have enabled the deceased outline his desires on the future administration or sale of his business. Living Trust: This is a legal arrangement that would have allowed the deceased to transfer the management of his ...
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An Emergency Safety Valve: The Case for Entrepreneurial Estate Planning
Entrepreneur
And when your family's success and prosperity depends on how long you can sustain your business, that fragility is an issue. Insurance and savings can keep a majority of your ... These documents -- last will and testament, living trust, financial power ...
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Legally Speaking: Disputes arise over joint bank account funds
NRToday.com
The attorney who prepared the trust advised him to transfer his bank accounts to the trust in order to carry out his desire to divide the estate between his son and his daughter. The client, however, never transferred the bank accounts to the trust...
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