8 Essential Components of an Exceptional Estate Plan - Shared screen with gallery view
Thank you for joining us. This session will be recorded and also a copy of his presentation slides will be provided to you from the association.
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California is really doing everything possible to make people move out of this state! A state estate tax of 3.5m on top of federal??
Bill Ruth… you are correct
if sign all assets own now and in future are trust assets, need put assets in the trust separately?
Is there a special name in the Trust document for the so called “intentions”?
Reminder, if you want your question answered right away, please raise your hand and we will call on you! Otherwise, he will go over the questions at the end.
Thanks so much! Excellent information!
Can property in another country be placed in a trust?
How should one handle properties located in multiple states
Upon maturity, how does money get distributed to a beneficiary in another country?
Should property located in another country be placed in a trust? Or rather, how should such property be treated as it relates to an estate?
Thank you, Eric!
Thanks much Eric!