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 Ban tài chính kế hoạch - PTGĐ tài chính: Ngô Bá Gắng
 Legal issue or Financial Planning?
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JesseVoss
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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
Hello,

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.

References:
https://www.bogleheads.org/forum/viewtopic.php?t=174507
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Thank you.


 
 


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