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 351 views 0 likes	Last Post by The White Coat Investor 01-04-2016, 02:16 AM
Retroactive taxes by rick43221 Started by rick43221, 04-06-2021, 06:25 AM	15 responses 340 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 6,835 views 1 like	Last Post by jfoxcpacfp 04-04-2021, 06:40 AM
Assets <$200k, no home, no practice.....will sufficient for now? by Riverman22 Started by Riverman22, 04-01-2021, 10:42 AM	5 responses 165 views 0 likes	Last Post by Riverman22 04-01-2021, 12:28 PM
Gifting now or later? by markonriver Started by markonriver, 03-15-2021, 05:23 PM	5 responses 361 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 111 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 225 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 1,409 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 476 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 154 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 290 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 493 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 452 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 296 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 847 views 0 likes	Last Post by Tim 11-05-2020, 07:56 PM
Who gets the kids? by pierre Started by pierre, 10-20-2020, 09:22 PM	19 responses 1,012 views 0 likes	Last Post by Flapjacks 10-23-2020, 04:42 AM
IRAs with Trust as Beneficiary by JaneMD Started by JaneMD, 09-22-2020, 11:59 AM	7 responses 268 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 533 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 502 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 482 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 295 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 253 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 125 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 265 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 175 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 279 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 259 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 161 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 162 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 260 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 285 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 381 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 248 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 318 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 84 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 276 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 228 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 614 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 456 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 353 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 295 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 285 views 0 likes	Last Post by jfoxcpacfp 12-16-2019, 06:47 PM
Stretching 529 Plans by LuxeFire Started by LuxeFire, 11-02-2019, 07:46 AM	5 responses 388 views 0 likes	Last Post by spiritrider 11-02-2019, 09:47 PM
"Medicaid's Dark Secret" - Financing Long Term Care by MrsIMDoc Started by MrsIMDoc, 09-13-2019, 09:21 PM	71 responses 473 views 0 likes	Last Post by artemis 09-17-2019, 12:06 AM
What do I need from an estate attorney? by GUtiger Started by GUtiger, 09-13-2019, 10:58 AM	22 responses 392 views 0 likes	Last Post by LizOB 09-16-2019, 02:58 AM
Succession planning for single person S corp California by MDinCalifornia Started by MDinCalifornia, 09-15-2019, 01:29 AM	1 response 62 views 0 likes	Last Post by 09-15-2019, 01:32 AM
Does it matter if your "potential" estate attorney is near retirement? by JK Started by JK, 08-22-2019, 07:48 AM	8 responses 87 views 0 likes	Last Post by White.Beard.Doc 08-23-2019, 03:12 AM
Question about a Will that establishes irrevocable trusts for young children by churro Started by churro, 08-11-2019, 08:40 AM	4 responses 117 views 0 likes	Last Post by StarTrekDoc 08-12-2019, 06:01 AM
Why is my attorney pushing for trust over will in an “easy” probate state (TX)? by exces6 Started by exces6, 08-01-2019, 07:08 AM	17 responses 353 views 0 likes	Last Post by exces6 08-08-2019, 10:39 PM
Will and estate planning by kdeva Started by kdeva, 06-28-2019, 04:46 AM	31 responses 272 views 1 like	Last Post by exces6 08-01-2019, 06:47 AM
Inherited Annunity by Golfer68 Started by Golfer68, 07-27-2019, 01:30 AM	3 responses 93 views 0 likes	Last Post by Faithful Steward 07-27-2019, 06:29 AM

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