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

Topics	Statistics	Last Post
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 411 views 0 likes	Last Post by The White Coat Investor 01-04-2016, 02:16 AM
Options for gifting grandkids out of estate but keeping control? Planning by AndrewBenz Started by AndrewBenz, 09-20-2021, 08:05 AM	5 responses 224 views 0 likes	Last Post by jfoxcpacfp 09-21-2021, 10:49 AM
Funding my Kids' Roth IRAs by Special Delivery Started by Special Delivery, 08-20-2021, 12:13 AM	21 responses 711 views 0 likes	Last Post by MnSaver 08-22-2021, 07:22 PM
International estate planning by Stroke doc Started by Stroke doc, 07-29-2021, 04:45 AM	4 responses 120 views 0 likes	Last Post by Stroke doc 08-01-2021, 06:24 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	12 responses 188 views 0 likes	Last Post by index2max 07-25-2021, 10:13 AM
Inheritance Destroying Spreadsheets? by ENT Doc Started by ENT Doc, 04-26-2021, 01:26 PM	51 responses 2,576 views 0 likes	Last Post by Larry Ragman 07-19-2021, 09:46 AM
Who gets the kids? by pierre Started by pierre, 10-20-2020, 09:22 PM	27 responses 1,579 views 0 likes	Last Post by artemis 07-18-2021, 12:25 PM
Assets <$200k, no home, no practice.....will sufficient for now? by Riverman22 Started by Riverman22, 04-01-2021, 10:42 AM	8 responses 393 views 0 likes	Last Post by WSP_Lee 07-17-2021, 01:36 PM
Passing Grandma's inheritance through to kids by Medica8ed Started by Medica8ed, 07-06-2021, 01:49 PM	16 responses 633 views 0 likes	Last Post by Medica8ed 07-10-2021, 03:15 AM
Estate Planning/Trust Books by ENT Doc Started by ENT Doc, 05-27-2021, 04:04 AM	9 responses 454 views 0 likes	Last Post by White.Beard.Doc 06-10-2021, 03:57 PM
income for MIL's care by DollaBill$ Started by DollaBill$, 05-25-2021, 03:56 PM	9 responses 280 views 0 likes	Last Post by MPMD 05-25-2021, 06:54 PM
should i open an UTMA? something else? by Bellescamp Started by Bellescamp, 04-20-2021, 11:56 PM	19 responses 550 views 0 likes	Last Post by VagabondMD 04-22-2021, 05:26 PM
Retroactive taxes by rick43221 Started by rick43221, 04-06-2021, 06:25 AM	15 responses 412 views 0 likes	Last Post by rick43221 04-08-2021, 01:12 PM
Closed: The 99.5% act (proposed legislation) by FIREchief Started by FIREchief, 03-26-2021, 05:25 PM	366 responses 7,223 views 1 like	Last Post by jfoxcpacfp 04-04-2021, 06:40 AM
Gifting now or later? by markonriver Started by markonriver, 03-15-2021, 05:23 PM	5 responses 436 views 0 likes	Last Post by FIREchief 03-26-2021, 05:30 PM
Good Podcast about estate planning by Fullhouse11 Started by Fullhouse11, 03-22-2021, 06:28 AM	0 responses 200 views 1 like	Last Post by Fullhouse11 03-22-2021, 06:28 AM
Special Needs Trust management by Ra Started by Ra, 01-10-2021, 02:28 PM	3 responses 250 views 0 likes	Last Post by Gavin West 01-11-2021, 09:19 AM
Intentionally die with debt by climbskiscope Started by climbskiscope, 12-15-2020, 08:54 AM	40 responses 1,481 views 0 likes	Last Post by Lordosis 12-29-2020, 08:18 PM
Buy, borrow, die by Nysoz Started by Nysoz, 12-16-2020, 11:27 AM	14 responses 732 views 0 likes	Last Post by Larry Ragman 12-16-2020, 04:29 PM
Form 709 for Irrevocable Trusts by rick43221 Started by rick43221, 12-06-2020, 07:12 AM	10 responses 186 views 0 likes	Last Post by rick43221 12-15-2020, 01:58 PM
Trust versus 529 question for kids by noggin82 Started by noggin82, 12-11-2020, 09:27 AM	5 responses 326 views 0 likes	Last Post by jfoxcpacfp 12-14-2020, 07:39 PM
Utah Domestic Asset Protection Trust by Good Life Started by Good Life, 11-14-2020, 02:54 PM	27 responses 518 views 0 likes	Last Post by afan 11-27-2020, 07:21 PM
Creating a trust? by Otolith Started by Otolith, 10-21-2020, 03:01 AM	7 responses 529 views 0 likes	Last Post by Otolith 11-13-2020, 03:38 AM
Should we name minor children or trust as beneficiary for 401k/IRA? by anunat Started by anunat, 10-27-2020, 12:30 PM	8 responses 357 views 0 likes	Last Post by Khart23 11-12-2020, 01:56 AM
Irrevocable Trust Schwab by rick43221 Started by rick43221, 10-17-2020, 01:07 AM	35 responses 999 views 0 likes	Last Post by Tim 11-05-2020, 07:56 PM
IRAs with Trust as Beneficiary by JaneMD Started by JaneMD, 09-22-2020, 11:59 AM	7 responses 297 views 0 likes	Last Post by Larry Ragman 10-20-2020, 08:58 AM
Leaving substantial retirement accounts to minors, post SECURE by FIREshrink Started by FIREshrink, 09-12-2020, 11:39 AM	13 responses 570 views 0 likes	Last Post by StarTrekDoc 09-15-2020, 09:32 PM
Estate Plan for Dummies like me: 1) Why? 2) What type? 3) How much will it cost me? by Ykcor Started by Ykcor, 09-10-2020, 09:23 PM	10 responses 600 views 0 likes	Last Post by Tim 09-14-2020, 10:09 AM
Post-SECURE - Monies to next gen - Pension with Contingent Annuitant by StarTrekDoc Started by StarTrekDoc, 08-16-2020, 07:37 AM	31 responses 508 views 0 likes	Last Post by StarTrekDoc 08-21-2020, 06:46 AM
Step-Up in basis question by ddoc79 Started by ddoc79, 08-15-2020, 08:50 AM	13 responses 309 views 0 likes	Last Post by Larry Ragman 08-16-2020, 04:29 PM
HSA funds after death if no spouse by Snag75 Started by Snag75, 08-15-2020, 02:23 PM	16 responses 302 views 0 likes	Last Post by GasFIRE 08-16-2020, 02:50 PM
Annuity vs. Traditional IRA Estate Planning by Echo Whisperer Started by Echo Whisperer, 08-04-2020, 07:03 PM	4 responses 131 views 0 likes	Last Post by Echo Whisperer 08-09-2020, 08:49 AM
Designating trust (RLT) as IRA beneficiary by Snag75 Started by Snag75, 07-26-2020, 12:13 PM	21 responses 279 views 0 likes	Last Post by afan 07-30-2020, 11:53 AM
Investment options in Irrevocable trust for assets if need medicaid by billy Started by billy, 07-21-2020, 05:05 PM	10 responses 204 views 0 likes	Last Post by StarTrekDoc 07-26-2020, 03:47 PM
Trust Question by SteffanW Started by SteffanW, 09-27-2019, 04:27 AM	5 responses 301 views 0 likes	Last Post by Snag75 07-26-2020, 11:41 AM
What kind of trust? by NeoMD15 Started by NeoMD15, 07-23-2020, 08:52 AM	3 responses 298 views 0 likes	Last Post by NeoMD15 07-24-2020, 08:11 AM
Witnesses to a will? by Romberg45 Started by Romberg45, 07-15-2020, 07:26 PM	6 responses 165 views 0 likes	Last Post by NinjaDoc 07-17-2020, 12:35 PM
Wills, Trust, Advanced Directives, Power of Attorney when moving to a different state by Docdad Started by Docdad, 07-04-2020, 07:33 AM	5 responses 174 views 0 likes	Last Post by nephron 07-10-2020, 08:04 PM
Living trust - Online template (MetLife) vs Attorney by supernova Started by supernova, 06-08-2020, 10:10 PM	6 responses 286 views 0 likes	Last Post by Gavin West 06-21-2020, 06:20 PM
Estate Tax Exemption- How to Best Take Advantage by scurry1 Started by scurry1, 04-23-2020, 08:38 AM	5 responses 314 views 0 likes	Last Post by White.Beard.Doc 06-18-2020, 06:22 PM
Do I need a will? Or can I just designate beneficiaries? by Romberg45 Started by Romberg45, 06-12-2020, 05:57 AM	18 responses 410 views 0 likes	Last Post by jfoxcpacfp 06-13-2020, 04:48 PM
Is a will enough? by MWPT Started by MWPT, 06-09-2020, 08:39 AM	11 responses 266 views 1 like	Last Post by Tim 06-09-2020, 07:04 PM
Impenetrable South Dakota trusts? by Homer Simpson Started by Homer Simpson, 05-10-2020, 08:53 PM	2 responses 334 views 0 likes	Last Post by afan 05-11-2020, 06:00 AM
LLC Filing as S Corp, How to Designate Beneficiary by TryingToLearn Started by TryingToLearn, 02-23-2020, 12:04 PM	2 responses 89 views 0 likes	Last Post by StarTrekDoc 02-23-2020, 01:50 PM
Closed: LLC vs. Irrevocable Trust. by Just On Time Started by Just On Time, 02-11-2020, 11:00 AM	8 responses 289 views 0 likes	Last Post by Peds 02-12-2020, 07:37 AM
Children's Social Security Survivor Benefit Both Spouses Dead by TA1488 Started by TA1488, 01-29-2020, 10:00 AM	2 responses 236 views 0 likes	Last Post by jfoxcpacfp 01-29-2020, 12:56 PM
Closed: Revocable Living Trust. Anyone heard of this? by KPInvestor Started by KPInvestor, 12-17-2018, 10:51 AM	31 responses 661 views 0 likes	Last Post by Peds 01-19-2020, 01:38 PM
Rules regarding cash inheritance? by Brandon Started by Brandon, 01-08-2020, 09:40 AM	10 responses 471 views 0 likes	Last Post by Brandon 01-12-2020, 04:24 AM
Discuss Latest POF Blog Post: The Importance of a Legacy Binder: The ICE Emergency Binder by The White Coat Investor Started by The White Coat Investor, 01-01-2020, 04:00 AM	2 responses 377 views 0 likes	Last Post by PhysicianOnFIRE 01-03-2020, 06:36 PM
Discuss Latest POF Blog Post: Having the Financial Talk… With Your Parents by The White Coat Investor Started by The White Coat Investor, 12-19-2019, 01:42 AM	8 responses 301 views 0 likes	Last Post by mkintx 12-20-2019, 11:13 AM
Trust and step up in basis by JMCNCSU Started by JMCNCSU, 12-16-2019, 07:44 AM	5 responses 300 views 0 likes	Last Post by jfoxcpacfp 12-16-2019, 06:47 PM

Previous 1 2 3 template Next

No topics found.

Mark This Channel Read