Estate Planning - The White Coat Investor Forum - Investing & Personal Finance for Doctors

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Closed, Sticky: Best of the Website- Estate Planning by The White Coat Investor Started by The White Coat Investor, 01-04-2016, 02:16 AM	0 responses 607 views 0 likes	Last Post by The White Coat Investor 01-04-2016, 02:16 AM
Help with Estate planning by chrisg202 Started by chrisg202, 05-09-2023, 05:49 AM	2 responses 161 views 0 likes	Last Post by Larry Ragman 05-12-2023, 03:29 AM
Wealth Transfer Between Generations Prior to Death by thisisortho Started by thisisortho, 04-25-2023, 09:11 PM	17 responses 635 views 0 likes	Last Post by Larry Ragman 04-28-2023, 11:36 PM
What is a reasonable fee for estate planning? by RhinoSurgeon Started by RhinoSurgeon, 01-27-2023, 07:29 AM	17 responses 738 views 0 likes	Last Post by SeattleCPA 04-14-2023, 03:19 PM
Endowment-like Inheritance by Special Delivery Started by Special Delivery, 04-02-2023, 06:16 AM	12 responses 483 views 0 likes	Last Post by FIREshrink 04-03-2023, 08:58 AM
Trust as beneficiary in the 401K by skeptic72 Started by skeptic72, 03-14-2023, 02:53 PM	8 responses 176 views 0 likes	Last Post by jfoxcpacfp 03-15-2023, 04:14 AM
Estate Income Tax Nuance by Larry Ragman Started by Larry Ragman, 02-02-2023, 05:08 PM	12 responses 386 views 0 likes	Last Post by jfoxcpacfp 03-01-2023, 03:35 AM
Estate issues by dca5a Started by dca5a, 02-15-2023, 01:53 AM	17 responses 353 views 0 likes	Last Post by Tim 02-16-2023, 02:26 AM
Spouse with separate revocable trusts or one family trust. by kubs Started by kubs, 01-25-2023, 04:03 PM	8 responses 215 views 0 likes	Last Post by afan 01-27-2023, 10:52 AM
Irrevocable Trust - waiting period? by IRM Started by IRM, 01-17-2023, 06:51 AM	4 responses 187 views 0 likes	Last Post by jfoxcpacfp 01-18-2023, 11:09 AM
Inheritance Destroying Spreadsheets? by ENT Doc Started by ENT Doc, 04-26-2021, 01:26 PM	63 responses 3,357 views 0 likes	Last Post by Turf Doc 01-18-2023, 08:39 AM
Helping Parents start Estate Planning and Financial Planning Process by JRB Started by JRB, 11-26-2021, 09:24 PM	17 responses 678 views 0 likes	Last Post by Tim 01-15-2023, 04:56 AM
How to give money for raising children vs college/house/etc by Eluna Started by Eluna, 12-13-2022, 08:34 PM	8 responses 494 views 0 likes	Last Post by Jenn 01-15-2023, 03:43 AM
Untagling IRA annuities... help by gasmoney Started by gasmoney, 01-11-2023, 04:58 AM	3 responses 91 views 0 likes	Last Post by Tim 01-11-2023, 07:49 AM
When to consider/How to do estate planning/will/trust by kev777zero Started by kev777zero, 01-07-2023, 08:25 AM	7 responses 227 views 0 likes	Last Post by kev777zero 01-07-2023, 08:43 PM
did you do living will documents on your own or with attorney? by resident_1 Started by resident_1, 10-20-2022, 07:22 PM	10 responses 405 views 0 likes	Last Post by runfast00 01-06-2023, 04:49 AM
Estate planning attorney by marcnmarc318 Started by marcnmarc318, 08-06-2022, 06:47 AM	2 responses 382 views 0 likes	Last Post by Quiet Saver 01-01-2023, 05:41 AM
Estate Planning with Minor Beneficiary by AmCanKor Started by AmCanKor, 12-13-2022, 10:23 AM	0 responses 81 views 0 likes	Last Post by AmCanKor 12-13-2022, 10:23 AM
will vs trust ? by doctoredup Started by doctoredup, 11-29-2022, 08:36 AM	5 responses 332 views 0 likes	Last Post by jfoxcpacfp 12-01-2022, 03:16 AM
Helping Mom plan for retirement with large inheritance by ddoc79 Started by ddoc79, 11-25-2022, 07:43 AM	3 responses 238 views 0 likes	Last Post by StarTrekDoc 11-25-2022, 09:49 AM
Trustandwill by u0246976 Started by u0246976, 11-07-2022, 12:50 PM	4 responses 256 views 0 likes	Last Post by Gavin West 11-09-2022, 01:29 PM
Estate planning help by mainecardio Started by mainecardio, 11-06-2022, 10:15 AM	12 responses 316 views 0 likes	Last Post by Gavin West 11-09-2022, 01:27 PM
Gifting Inheritance by Larry Ragman Started by Larry Ragman, 04-24-2022, 04:32 AM	44 responses 939 views 0 likes	Last Post by Tim 08-01-2022, 07:14 AM
Roth IRA by Sampter Started by Sampter, 07-29-2022, 04:32 AM	8 responses 208 views 0 likes	Last Post by JBME 07-29-2022, 10:58 AM
Estate planning recommendations for North East by Gasman23 Started by Gasman23, 07-11-2022, 03:35 AM	4 responses 233 views 0 likes	Last Post by Tim 07-11-2022, 11:25 AM
Best way to deal with an inherited, investing HSA using a revocable living trust? by index2max Started by index2max, 07-21-2021, 07:51 PM	15 responses 439 views 0 likes	Last Post by altadoc 07-05-2022, 04:16 PM
Read David Graham’s Post Today by Fullhouse11 Started by Fullhouse11, 04-21-2022, 06:31 AM	1 response 377 views 5 likes	Last Post by FiPhysician 04-22-2022, 02:42 AM
Helping International Family by DontTaxMeBro Started by DontTaxMeBro, 04-06-2022, 01:12 PM	6 responses 248 views 0 likes	Last Post by DontTaxMeBro 04-07-2022, 11:00 AM
FLP by DollaDollaBillS$$$ Started by DollaDollaBillS$$$, 03-30-2022, 05:03 PM	12 responses 518 views 0 likes	Last Post by HikingDO 03-31-2022, 12:56 PM
Clearing Title with a Discharged Bankruptcy by Larry Ragman Started by Larry Ragman, 03-26-2022, 08:27 AM	4 responses 125 views 0 likes	Last Post by Larry Ragman 03-26-2022, 11:44 AM
Trust review by DollaDollaBillS$$$ Started by DollaDollaBillS$$$, 03-09-2022, 06:06 PM	2 responses 297 views 0 likes	Last Post by Larry Ragman 03-10-2022, 09:24 AM
DAF and Large Vesting Event by Larry Ragman Started by Larry Ragman, 01-24-2022, 06:03 PM	13 responses 427 views 0 likes	Last Post by artemis 03-09-2022, 11:13 AM
Definition of “Gift” for the Purpose of Annual and Lifetime Exclusions by Nello Started by Nello, 02-20-2022, 08:13 AM	15 responses 383 views 0 likes	Last Post by Quiet Saver 03-01-2022, 06:22 AM
UTMA distribution by JB3141 Started by JB3141, 02-23-2022, 11:22 AM	9 responses 269 views 0 likes	Last Post by Quiet Saver 03-01-2022, 05:54 AM
HECM / HELOC - during retirement glidepath by StarTrekDoc Started by StarTrekDoc, 02-19-2022, 03:18 PM	9 responses 203 views 0 likes	Last Post by G 02-20-2022, 10:16 AM
Naming RLT as beneficiary question by tonyjerry Started by tonyjerry, 02-18-2022, 09:34 AM	3 responses 176 views 0 likes	Last Post by StarTrekDoc 02-19-2022, 02:53 PM
UTMA Contributions by JB3141 Started by JB3141, 02-10-2022, 07:45 AM	7 responses 276 views 0 likes	Last Post by JB3141 02-12-2022, 08:46 PM
Transfers between accounts by JB3141 Started by JB3141, 02-10-2022, 10:06 AM	3 responses 165 views 0 likes	Last Post by JBME 02-11-2022, 08:19 AM
Gift Tax Question by JB3141 Started by JB3141, 02-09-2022, 06:19 AM	5 responses 195 views 0 likes	Last Post by Kamban 02-10-2022, 07:53 AM
Estate planning advisors- recs in Chicagoland? by 2docs2kids Started by 2docs2kids, 01-03-2022, 11:03 AM	4 responses 190 views 0 likes	Last Post by jfoxcpacfp 02-09-2022, 04:28 PM
Stretch rules for inherited IRA post SECURE Act by G Started by G, 01-26-2022, 06:54 AM	3 responses 182 views 0 likes	Last Post by StarTrekDoc 02-04-2022, 03:36 PM
529s as legacy/inheritance by GlassPusher Started by GlassPusher, 11-11-2021, 11:02 AM	32 responses 1,054 views 0 likes	Last Post by MikeK24 01-06-2022, 04:49 AM
Trustee to manage Trust and Assets by vinny2016 Started by vinny2016, 12-04-2021, 08:57 PM	7 responses 395 views 2 likes	Last Post by Craigy 01-03-2022, 08:16 AM
Kids, education and generational wealth by Kamban Started by Kamban, 12-10-2021, 07:22 PM	176 responses 3,454 views 4 likes	Last Post by afan 12-23-2021, 02:48 PM
Spousal inheritance of 401k, etc by billy Started by billy, 12-20-2021, 03:44 PM	19 responses 338 views 0 likes	Last Post by spiritrider 12-21-2021, 02:46 PM
Roth Conversions - delaying Pension/SS to lower RMDs by StarTrekDoc Started by StarTrekDoc, 11-13-2021, 11:19 PM	23 responses 404 views 0 likes	Last Post by White.Beard.Doc 11-15-2021, 10:07 AM
Canadian Snowbirds Gifting Property to American by LazerBeams Started by LazerBeams, 11-07-2021, 06:33 PM	4 responses 175 views 0 likes	Last Post by Tim 11-11-2021, 10:22 AM
Options for gifting grandkids out of estate but keeping control? Planning by AndrewBenz Started by AndrewBenz, 09-20-2021, 08:05 AM	8 responses 554 views 0 likes	Last Post by Gavin West 11-01-2021, 08:53 AM
Funding my Kids' Roth IRAs by Special Delivery Started by Special Delivery, 08-20-2021, 12:13 AM	24 responses 1,281 views 0 likes	Last Post by jfoxcpacfp 10-21-2021, 06:41 PM
Complicated Trust Question by vinny2016 Started by vinny2016, 10-16-2021, 12:43 PM	16 responses 572 views 0 likes	Last Post by jfoxcpacfp 10-21-2021, 04:17 PM
Who gets the kids? by pierre Started by pierre, 10-20-2020, 09:22 PM	29 responses 2,115 views 0 likes	Last Post by goatmom 10-10-2021, 02:22 PM

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