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Will Planning

Will Planning. Will. $1,300,000 Estate. On First Death. $650,000. $650,000. $650,000. No Tax. $ 1,300,000. $ 650,000. On Second Death. $650,000 to be taxed 37-55%. Also 5-7% of Gross to Probate. Cost to Family-$300,000. Non-tax Trust Plan. Revocable Living

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Will Planning

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  1. Will Planning Will $1,300,000 Estate On First Death $650,000 $650,000 $650,000 No Tax $ 1,300,000 $ 650,000 On Second Death $650,000 to be taxed 37-55% Also 5-7% of Gross to Probate Cost to Family-$300,000

  2. Non-tax Trust Plan Revocable Living Trust on first death Marital Trust on second death heirs No Probate

  3. Tax PlanningEstate Plan Family Revocable Living Trust On first Death all income $650,000 Marital Trust Survivor Trustee Family Trust On second Death Heirs No Probate, No Taxes up to $1,300,000, Savings-$300,000

  4. Tax PlanningEstate Plan Family Revocable Living Trust On first Death all income $650,000 Marital Trust Survivor Trustee Family Trust On second Death Life Insurance Trust tax free Heirs policy

  5. Associated Documents Family Revocable Living Trust Funding Documents Pour-Over Wills Durable Powers of Atty. for Prop. Certificate of Trust Durable Powers of Atty. for Health

  6. Cost Comparison Administration Costs Estate Size

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