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Your Wealth-building Years: Financial Planning for 18-to 38-year-olds
Adriane G. Berg
Limited preview - 1994
amount annuity antenuptial agreements appoint assets attorney-in-fact avoid probate bank beneficiary Bequest or Legacy bonds charity child clause Concept corporation costs counted couples court death benefit debts distribute divorce document donor Dynasty trust elective share estate planning example executor expenses family members ficiary fiduciary funds gift tax give grandchildren grantor GRAT gross estate Health Care Proxy heirs husband included income tax inheritance insurance policy inter vivos trust interest investment irrevocable trust joint lawyer leave lifetime living marriage married couples Medicaid minor nursing home outright owner ownership paid parents percent power of attorney premiums principal professional QTIP real estate residuary residuary estate revocable save taxes sell settlor share sister specific Superclause surviving spouse tax planning tax purposes tax savings taxable tenancy tenancy in common Testamentary trusts transfer trust created wife wish