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Published byAnastasia Lang Modified over 8 years ago
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Will Planning Will $1,300,000 Estate On First Death $650,000 No Tax $650,000 $ 1,300,000 $ 650,000On Second Death $650,000 to be taxed 37-55% Also 5-7% of Gross to Probate Cost to Family-$300,000
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Non-tax Trust Plan Marital Trust on first death on second death heirs No Probate Revocable Living Trust
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Tax Planning Estate Plan Family Revocable Living Trust On first Death Marital Trust Family Trust $650,000 Survivor Trustee On second Death Heirs No Probate, No Taxes up to $1,300,000, Savings-$300,000 all income
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Tax Planning Estate Plan On first Death Marital Trust Family Trust $650,000 Survivor Trustee On second Death Heirs Life Insurance Trust tax free policy all income Family Revocable Living Trust
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Associated Documents Funding Documents Pour-Over WillsDurable Powers of Atty. for Prop. Durable Powers of Atty. for Health Certificate of Trust Family Revocable Living Trust
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Cost Comparison Administration Costs Estate Size
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