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, 03:16 AM	0 responses 310 views 0 likes	Last Post by The White Coat Investor 01-04-2016, 03:16 AM
Special Needs Trust management by Ra Started by Ra, 01-10-2021, 03:28 PM	3 responses 131 views 0 likes	Last Post by Gavin West 01-11-2021, 10:19 AM
Intentionally die with debt by climbskiscope Started by climbskiscope, 12-15-2020, 09:54 AM	40 responses 1,266 views 0 likes	Last Post by Lordosis 12-29-2020, 09:18 PM
Buy, borrow, die by Nysoz Started by Nysoz, 12-16-2020, 12:27 PM	14 responses 379 views 0 likes	Last Post by Larry Ragman 12-16-2020, 05:29 PM
Form 709 for Irrevocable Trusts by rick43221 Started by rick43221, 12-06-2020, 08:12 AM	10 responses 120 views 0 likes	Last Post by rick43221 12-15-2020, 02:58 PM
Trust versus 529 question for kids by noggin82 Started by noggin82, 12-11-2020, 10:27 AM	5 responses 234 views 0 likes	Last Post by jfoxcpacfp 12-14-2020, 08:39 PM
Utah Domestic Asset Protection Trust by Good Life Started by Good Life, 11-14-2020, 03:54 PM	27 responses 456 views 0 likes	Last Post by afan 11-27-2020, 08:21 PM
Creating a trust? by Otolith Started by Otolith, 10-21-2020, 04:01 AM	7 responses 386 views 0 likes	Last Post by Otolith 11-13-2020, 04:38 AM
Should we name minor children or trust as beneficiary for 401k/IRA? by anunat Started by anunat, 10-27-2020, 01:30 PM	8 responses 260 views 0 likes	Last Post by Khart23 11-12-2020, 02:56 AM
Irrevocable Trust Schwab by rick43221 Started by rick43221, 10-17-2020, 02:07 AM	35 responses 741 views 0 likes	Last Post by Tim 11-05-2020, 08:56 PM
Who gets the kids? by pierre Started by pierre, 10-20-2020, 10:22 PM	19 responses 952 views 0 likes	Last Post by Flapjacks 10-23-2020, 05:42 AM
IRAs with Trust as Beneficiary by JaneMD Started by JaneMD, 09-22-2020, 12:59 PM	7 responses 232 views 0 likes	Last Post by Larry Ragman 10-20-2020, 09:58 AM
Leaving substantial retirement accounts to minors, post SECURE by FIREshrink Started by FIREshrink, 09-12-2020, 12:39 PM	13 responses 497 views 0 likes	Last Post by StarTrekDoc 09-15-2020, 10:32 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, 10:23 PM	10 responses 447 views 0 likes	Last Post by Tim 09-14-2020, 11:09 AM
Post-SECURE - Monies to next gen - Pension with Contingent Annuitant by StarTrekDoc Started by StarTrekDoc, 08-16-2020, 08:37 AM	31 responses 469 views 0 likes	Last Post by StarTrekDoc 08-21-2020, 07:46 AM
Step-Up in basis question by ddoc79 Started by ddoc79, 08-15-2020, 09:50 AM	13 responses 270 views 0 likes	Last Post by Larry Ragman 08-16-2020, 05:29 PM
HSA funds after death if no spouse by Snag75 Started by Snag75, 08-15-2020, 03:23 PM	16 responses 235 views 0 likes	Last Post by GasFIRE 08-16-2020, 03:50 PM
Annuity vs. Traditional IRA Estate Planning by Echo Whisperer Started by Echo Whisperer, 08-04-2020, 08:03 PM	4 responses 118 views 0 likes	Last Post by Echo Whisperer 08-09-2020, 09:49 AM
Designating trust (RLT) as IRA beneficiary by Snag75 Started by Snag75, 07-26-2020, 01:13 PM	21 responses 246 views 0 likes	Last Post by afan 07-30-2020, 12:53 PM
Investment options in Irrevocable trust for assets if need medicaid by billy Started by billy, 07-21-2020, 06:05 PM	10 responses 161 views 0 likes	Last Post by StarTrekDoc 07-26-2020, 04:47 PM
Trust Question by SteffanW Started by SteffanW, 09-27-2019, 05:27 AM	5 responses 264 views 0 likes	Last Post by Snag75 07-26-2020, 12:41 PM
What kind of trust? by NeoMD15 Started by NeoMD15, 07-23-2020, 09:52 AM	3 responses 226 views 0 likes	Last Post by NeoMD15 07-24-2020, 09:11 AM
Witnesses to a will? by Romberg45 Started by Romberg45, 07-15-2020, 08:26 PM	6 responses 153 views 0 likes	Last Post by NinjaDoc 07-17-2020, 01:35 PM
Wills, Trust, Advanced Directives, Power of Attorney when moving to a different state by Docdad Started by Docdad, 07-04-2020, 08:33 AM	5 responses 157 views 0 likes	Last Post by nephron 07-10-2020, 09:04 PM
Living trust - Online template (MetLife) vs Attorney by supernova Started by supernova, 06-08-2020, 11:10 PM	6 responses 243 views 0 likes	Last Post by Gavin West 06-21-2020, 07:20 PM
Estate Tax Exemption- How to Best Take Advantage by scurry1 Started by scurry1, 04-23-2020, 09:38 AM	5 responses 264 views 0 likes	Last Post by White.Beard.Doc 06-18-2020, 07:22 PM
Do I need a will? Or can I just designate beneficiaries? by Romberg45 Started by Romberg45, 06-12-2020, 06:57 AM	18 responses 361 views 0 likes	Last Post by jfoxcpacfp 06-13-2020, 05:48 PM
Is a will enough? by MWPT Started by MWPT, 06-09-2020, 09:39 AM	11 responses 236 views 0 likes	Last Post by Tim 06-09-2020, 08:04 PM
Impenetrable South Dakota trusts? by Homer Simpson Started by Homer Simpson, 05-10-2020, 09:53 PM	2 responses 300 views 0 likes	Last Post by afan 05-11-2020, 07:00 AM
LLC Filing as S Corp, How to Designate Beneficiary by TryingToLearn Started by TryingToLearn, 02-23-2020, 01:04 PM	2 responses 80 views 0 likes	Last Post by StarTrekDoc 02-23-2020, 02:50 PM
Closed: LLC vs. Irrevocable Trust. by Just On Time Started by Just On Time, 02-11-2020, 12:00 PM	8 responses 265 views 0 likes	Last Post by Peds 02-12-2020, 08:37 AM
Children's Social Security Survivor Benefit Both Spouses Dead by TA1488 Started by TA1488, 01-29-2020, 11:00 AM	2 responses 215 views 0 likes	Last Post by jfoxcpacfp 01-29-2020, 01:56 PM
Closed: Revocable Living Trust. Anyone heard of this? by KPInvestor Started by KPInvestor, 12-17-2018, 11:51 AM	31 responses 588 views 0 likes	Last Post by Peds 01-19-2020, 02:38 PM
Rules regarding cash inheritance? by Brandon Started by Brandon, 01-08-2020, 10:40 AM	10 responses 441 views 0 likes	Last Post by Brandon 01-12-2020, 05:24 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, 05:00 AM	2 responses 325 views 0 likes	Last Post by PhysicianOnFIRE 01-03-2020, 07:36 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, 02:42 AM	8 responses 282 views 0 likes	Last Post by mkintx 12-20-2019, 12:13 PM
Trust and step up in basis by JMCNCSU Started by JMCNCSU, 12-16-2019, 08:44 AM	5 responses 276 views 0 likes	Last Post by jfoxcpacfp 12-16-2019, 07:47 PM
Stretching 529 Plans by LuxeFire Started by LuxeFire, 11-02-2019, 08:46 AM	5 responses 377 views 0 likes	Last Post by spiritrider 11-02-2019, 10:47 PM
"Medicaid's Dark Secret" - Financing Long Term Care by MrsIMDoc Started by MrsIMDoc, 09-13-2019, 10:21 PM	71 responses 433 views 0 likes	Last Post by artemis 09-17-2019, 01:06 AM
What do I need from an estate attorney? by GUtiger Started by GUtiger, 09-13-2019, 11:58 AM	22 responses 372 views 0 likes	Last Post by LizOB 09-16-2019, 03:58 AM
Succession planning for single person S corp California by MDinCalifornia Started by MDinCalifornia, 09-15-2019, 02:29 AM	1 response 57 views 0 likes	Last Post by 09-15-2019, 02:32 AM
Does it matter if your "potential" estate attorney is near retirement? by JK Started by JK, 08-22-2019, 08:48 AM	8 responses 80 views 0 likes	Last Post by White.Beard.Doc 08-23-2019, 04:12 AM
Question about a Will that establishes irrevocable trusts for young children by churro Started by churro, 08-11-2019, 09:40 AM	4 responses 114 views 0 likes	Last Post by StarTrekDoc 08-12-2019, 07:01 AM
Why is my attorney pushing for trust over will in an “easy” probate state (TX)? by exces6 Started by exces6, 08-01-2019, 08:08 AM	17 responses 309 views 0 likes	Last Post by exces6 08-08-2019, 11:39 PM
Will and estate planning by kdeva Started by kdeva, 06-28-2019, 05:46 AM	31 responses 252 views 0 likes	Last Post by exces6 08-01-2019, 07:47 AM
Inherited Annunity by Golfer68 Started by Golfer68, 07-27-2019, 02:30 AM	3 responses 84 views 0 likes	Last Post by Faithful Steward 07-27-2019, 07:29 AM
Inherited 401k (to estate) by drdeus Started by drdeus, 07-25-2019, 03:33 AM	6 responses 92 views 0 likes	Last Post by q-school 07-25-2019, 08:35 PM
Planning for my death by FIREjr Started by FIREjr, 07-12-2019, 04:19 AM	6 responses 139 views 0 likes	Last Post by Dont_know_mind 07-12-2019, 08:51 PM
Stepped Up Basis Real Estate by PhotonsRGR8 Started by PhotonsRGR8, 07-01-2019, 10:40 AM	6 responses 87 views 0 likes	Last Post by jfoxcpacfp 07-02-2019, 04:47 AM
Spousal Split by Peds Started by Peds, 06-22-2019, 02:30 AM	23 responses 140 views 0 likes	Last Post by bean1970 06-23-2019, 12:48 AM
Texas estate planning attorney by rea2015 Started by rea2015, 05-30-2019, 01:34 AM	2 responses 66 views 0 likes	Last Post by jfoxcpacfp 05-31-2019, 07:15 PM

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