With the help of his lawyer, Clark creates a charitable lead trust, funded with real estate that he long ago paid $100,000 for and which is now worth $2 million. He chooses as the income beneficiary a research institute for the cure of ...
( For tips on finding a good lawyer , see Chapter 29 , Using Lawyers , Section A. ) Example 1 : Li - shan leaves $ 700,000 in an AB trust and $ 900,000 in a QTIP trust , with her husband as life beneficiary of both trusts .
RESOURCE WillMaker can help you write your letter. If you need a little help writing your letter, the “Letter to Survivors” in Nolo's WillMaker & Trust can help you get started. It prompts you for a range of information that you might ...
Plan Your Estate is here to help. This book explains estate planning in plain English, step by step, option by option.
It demystifies: § probate avoidance § living wills § estate tax saving trusts § funerals and burials § federal estate and gift taxes § charitable remainder trusts § durable powers of attorney.This useful book includes valuable ...
This comprehensive estate planning guide covers everything from basic estate planning to sophisticated tax saving strategies for people with estates worth up to $1.2 million.