| Forums | Ban tài chính kế hoạch - PTGĐ tài chính: Ngô Bá Gắng
Đăng ký Chủ đề có bài mới Thành viên Tìm kiếm Sổ cá nhân Trợ giúp Games
ghi nhớ
 Diễn đàn chính
 Ban tài chính kế hoạch - PTGĐ tài chính: Ngô Bá Gắng
 Legal issue or Financial Planning?
 In chủ đề này  
Tác giả Chủ đề trước Chủ đề Chủ đề kế  
Thành viên mới

2 Bài viết
Gửi vào lúc - 19/06/2018 :  13:00:52  Xem trang cá nhân  Gửi email cho tác giả  Trả lời Gửi một tín nhắn riêng cho JesseVoss

While drawing up a will and creating trusts are handled as a legal issue, at the core of it it seems to me it is a financial planning issue. For example, as part of getting organized to do our will, I made sure all our investments had proper beneficiary status, such as TOD and POD arrangements. We also decided on how we are going to gift our children, which is also a tax issue. This process eliminated several pieces of our estate from the probate process, which made us question the advice to create trusts, which again is a tax issue, both federal and state estate taxes depending on the size of the estate. It seems to me these two issues are so tightly woven that I feel one should consult a financial planner first who of course may not know all the probate laws. the attorney who draws up the wills and trusts may not be an expert on taxes.

Any help will be apprecited.

I didn't find the right solution from the Internet.

Infographic Video Studio

Thank you.


Chuyển đến:

  • NIke KD
  • KD VII
  • Nike Hyperrev
  • Air Max 90
  • Air Max Shoes Sale
  • Nike Free Shoes
  • Nike Free Run 2
  • lebron 12 shoes
  • Uggs Women For Sale
  • Uggs Women
  • Ugg Outlet
  • Ugg Australia 2014
  • cheap kobe shoes
  • Lebron 12
  • Lebron Jerseys For Sale
  • Cheap Kobe Jerseys
  • Ugg Store
  • KD Jersey
  • Jeremy Scott Adidas
  • Adidas Wings
  • Kobe Bryant Shoes
  • Porsche Design Adidas
  • Cheap Kobe Shoes
  • KD 6
  • Kevin Durant Shoes
  • Adidas Porsche Shoes
  • Cheap Lebron James Shoes
  • Kevin Durant Shoes
  • Herve Leger Outlet
  • Lebron James Shoes
  • Adidas Porsche Design Bounce
  • Nike Lebron Shoes
  • Lebron 11
  • Coach Outlet
  • nba jerseys for sale
  • louis vuitton bags
  • Kobe 9
  • Air Jordan 29
  • Nike Lebron Shoes
  • Nike Kobe Shoes
  • Kobe Shoes
  • Cheap Kobe Shoes
  • Cheap KD Shoes
  • KD 6
  • Utah Jazz Jerseys
  • Philadelphia 76ers Jerseys
  • kd 6
  • kd 7
  • kobe 9
  • Ugg Erin
  • Ugg Slippers
  • Ugg Sandals
  • Ugg Sneakers
  • Ugg Ballet Flats
  • Ugg Glove
  • Ugg Earmuff
  • Ugg Neumel
  • Ugg Men Classic Short
  • Ugg Bailey Button
  • Ugg Bailey Button Triplet
  • Ugg Classic Cardy
  • Ugg Classic Short Sparkles
  • Ugg Nightfall
  • Ugg Classic Mini
  • Ugg Classic Tall
  • Ugg Roxy
  • Ugg Classic Short
  • Ugg Fox Fur
  • Ugg Sheepskin Cuff
  • Ugg Bailey Button Mini