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Probate Living Trust and Alternative Estate Administration Asset Transfer
Demystifying Tax Planning
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Add-ons to Consider Alternative Estate Anatomical gift avoid probate basics and add-ons Beneficiary designations buy-sell agreement bypass trust capital gains taxes Charitable gifts charitable remainder trust CHART AND WORKSHEET community property court death benefits decedent's defer distribution direct transfers distribution of assets estate administration estate situation fits executor federal estate taxes fees funding generation-skipping gift tax Giftmarks health care decisions health care power incapacitated heirs included income tax inheritance letter interest investment joint tenancy Keogh limited limited liability companies marital deduction married couple Medical durable power minor or incapacitated owner payments person Plan S10 pour-over power of attorney probate transfer process QTIP trust qualified receive revocable living trust save estate taxes Sixty-Minute Estate Plan spouse's surviving spouse Tax No probate tax purposes taxable estate Testamentary trust transfers property trust or direct trustmaker trustmaker's unified credit WORKSHEET Lifetime Estate