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 336 views 0 likes	Last Post by The White Coat Investor 01-04-2016, 03:16 AM
Legalzone for estate planning by chrisg202 Started by chrisg202, 05-22-2019, 12:45 PM	22 responses 109 views 0 likes	Last Post by Craigy 05-23-2019, 10:09 PM
Charitable remainder unitrust (CRUT) and ILIT by pigwet Started by pigwet, 04-22-2019, 02:27 AM	7 responses 161 views 0 likes	Last Post by jfoxcpacfp 04-22-2019, 11:19 PM
will and estate planning by dsog Started by dsog, 04-10-2019, 10:38 AM	6 responses 207 views 0 likes	Last Post by pulpsnatcher 04-16-2019, 07:39 AM
Funding a Trust by scurry Started by scurry, 02-13-2019, 12:45 AM	4 responses 88 views 0 likes	Last Post by CordMcNally 02-13-2019, 09:15 AM
The cheapest trustees (do you get what you pay for?) by PHANTASOS Started by PHANTASOS, 01-27-2019, 09:07 AM	0 responses 123 views 0 likes	Last Post by PHANTASOS 01-27-2019, 09:07 AM
OK, I Want a Trust but Who Should be the Trustee? by Larry Ragman Started by Larry Ragman, 09-29-2018, 09:42 AM	66 responses 363 views 0 likes	Last Post by Larry Ragman 01-27-2019, 01:46 AM
estate planning by treswolf Started by treswolf, 01-18-2019, 08:00 PM	2 responses 48 views 0 likes	Last Post by Hank 01-21-2019, 10:35 PM
Recommendations for opening Roth IRA accounts for kids by tintin Started by tintin, 01-19-2019, 09:30 AM	4 responses 235 views 0 likes	Last Post by CordMcNally 01-19-2019, 02:46 PM
Gifting an IRA vs trust vs LLC by tblaufuss Started by tblaufuss, 12-28-2018, 12:41 AM	4 responses 43 views 0 likes	Last Post by tblaufuss 01-11-2019, 07:17 PM
Minors cared for by guardians by Snag75 Started by Snag75, 12-19-2018, 04:13 AM	4 responses 63 views 0 likes	Last Post by MPMD 12-19-2018, 06:27 AM
funding revocable trust by juststarting Started by juststarting, 12-13-2018, 09:54 AM	3 responses 174 views 0 likes	Last Post by bean1970 12-14-2018, 12:10 AM
Dynasty Trust by KPInvestor Started by KPInvestor, 12-07-2018, 02:33 AM	5 responses 275 views 0 likes	Last Post by Craigy 12-10-2018, 04:22 AM
Retirement planning and taxes by wcinewbie Started by wcinewbie, 11-22-2018, 11:58 AM	8 responses 50 views 0 likes	Last Post by jacoavlu 11-23-2018, 11:20 AM
when to get a will by bean1970 Started by bean1970, 11-09-2018, 09:29 AM	14 responses 94 views 0 likes	Last Post by bean1970 11-10-2018, 04:50 AM
pension question by Drknowsbest Started by Drknowsbest, 11-03-2018, 09:06 AM	12 responses 56 views 0 likes	Last Post by Zaphod 11-04-2018, 05:48 AM
Has anyone used Legal Insurance? by ITEngineer Started by ITEngineer, 10-17-2018, 08:44 PM	10 responses 152 views 0 likes	Last Post by Dr.A 10-22-2018, 08:57 PM
what's the best way to plan this estate going forward by JBME Started by JBME, 09-18-2018, 08:03 PM	11 responses 39 views 0 likes	Last Post by Larry Ragman 09-19-2018, 09:51 AM
Lessons from Probate by Larry Ragman Started by Larry Ragman, 09-16-2018, 03:11 AM	8 responses 121 views 0 likes	Last Post by Larry Ragman 09-16-2018, 03:49 PM
Financially Illiterate Lawyers by Hank Started by Hank, 09-15-2018, 01:11 AM	4 responses 57 views 0 likes	Last Post by AR 09-15-2018, 10:47 AM
What to do with assets if there are no family survivors? by VagabondMD Started by VagabondMD, 09-12-2018, 01:11 AM	18 responses 64 views 0 likes	Last Post by q-school 09-13-2018, 09:45 AM
Best Estate Planning Book? by JK Started by JK, 09-09-2018, 03:29 AM	7 responses 765 views 0 likes	Last Post by Craigy 09-12-2018, 02:48 AM
Revocable Living Trust as Beneficiary by davescott1 Started by davescott1, 08-22-2018, 06:59 PM	12 responses 71 views 0 likes	Last Post by AlexxT 08-26-2018, 04:14 AM
DIY Will Recommendations by Curious George Started by Curious George, 07-20-2018, 09:02 PM	12 responses 397 views 0 likes	Last Post by BuckJoffrey 08-01-2018, 07:43 AM
The benefits of trusts by jfoxcpacfp Started by jfoxcpacfp, 06-16-2017, 06:49 AM	58 responses 458 views 0 likes	Last Post by AlexxT 07-30-2018, 03:16 AM
New E&T planning model - harmful to your wealth? by jfoxcpacfp Started by jfoxcpacfp, 07-19-2018, 08:42 PM	1 response 32 views 0 likes	Last Post by Hank 07-20-2018, 02:34 AM
Step-up in basis of inherited brokerage accounts by DMFA Started by DMFA, 06-18-2018, 01:06 AM	5 responses 235 views 0 likes	Last Post by jfoxcpacfp 06-19-2018, 06:32 AM
Living trusts - joint or individual for physician/non physician couple? by drdanburger Started by drdanburger, 06-10-2018, 10:32 AM	7 responses 54 views 0 likes	Last Post by StarTrekDoc 06-11-2018, 09:26 AM
Question about finding estate planning attorney by drbisco Started by drbisco, 05-28-2018, 11:25 PM	10 responses 85 views 0 likes	Last Post by bean1970 05-30-2018, 06:44 PM
Good corporate trustee in upstate NY? by readicculus Started by readicculus, 05-16-2018, 10:43 AM	1 response 25 views 0 likes	Last Post by Hank 05-16-2018, 01:45 PM
Executor of estate? by WCIFanGirl Started by WCIFanGirl, 04-18-2018, 06:49 AM	5 responses 42 views 0 likes	Last Post by thomashackett 04-18-2018, 02:48 PM
Parent refuses to talk about special needs trust for adult child by MP Started by MP, 04-16-2018, 11:49 PM	10 responses 56 views 0 likes	Last Post by StarTrekDoc 04-17-2018, 01:57 PM
Form 709 by ENT Doc Started by ENT Doc, 04-15-2018, 04:49 AM	9 responses 114 views 0 likes	Last Post by Hank 04-16-2018, 01:56 AM
How to find a quality Estate Planning Attorney? by JK Started by JK, 04-04-2018, 11:19 PM	8 responses 173 views 0 likes	Last Post by thomashackett 04-05-2018, 02:08 PM
Contingent Beneficiaries by JK Started by JK, 03-09-2018, 09:01 PM	6 responses 35 views 0 likes	Last Post by spiritrider 04-05-2018, 12:32 PM
Parents' Joint Accounts by Dr_Acula Started by Dr_Acula, 04-02-2018, 10:42 AM	4 responses 15 views 0 likes	Last Post by adventure 04-02-2018, 10:47 PM
How to plan sale of home and inheritance by RosieQ Started by RosieQ, 03-26-2018, 12:41 AM	3 responses 45 views 0 likes	Last Post by White.Beard.Doc 03-26-2018, 09:16 AM
Spouse life insurance by ZZJ Started by ZZJ, 02-17-2017, 11:17 PM	3 responses 24 views 0 likes	Last Post by Mminter 02-27-2018, 10:46 AM
Annuity with death benefit...Allianz? by NapoleanDynamite Started by NapoleanDynamite, 02-03-2018, 05:46 AM	1 response 57 views 0 likes	Last Post by DanA 02-14-2018, 01:35 PM
living trust by treswolf Started by treswolf, 02-09-2018, 10:13 PM	9 responses 111 views 0 likes	Last Post by jfoxcpacfp 02-10-2018, 08:51 PM
Suggestions for Grandma setting up inheritance by G Started by G, 01-30-2018, 12:09 PM	7 responses 23 views 0 likes	Last Post by jfoxcpacfp 02-02-2018, 04:40 AM
can you pay your kids a salary so you can give them a retirement account? by AndyJ Started by AndyJ, 01-27-2018, 03:11 AM	4 responses 108 views 0 likes	Last Post by Crazyroadtodublin 01-27-2018, 10:35 PM
Revocable living trust vs Will package (Will, Powers of Attorney & Advance Dir.) by Physiciancouple.com Started by Physiciancouple.com, 01-17-2018, 10:23 AM	19 responses 81 views 0 likes	Last Post by Craigy 01-22-2018, 12:34 AM
Where to put inheritance? by emzajano Started by emzajano, 12-15-2017, 03:36 AM	6 responses 19 views 0 likes	Last Post by kuma1212 12-15-2017, 04:42 AM
Is Renting Better in Retirement? by ENT Doc Started by ENT Doc, 11-14-2017, 01:21 AM	31 responses 41 views 0 likes	Last Post by ENT Doc 11-16-2017, 01:25 AM
Cost of setting up trust by MPMD Started by MPMD, 09-27-2017, 02:02 AM	8 responses 176 views 0 likes	Last Post by Dr. Mom 09-28-2017, 11:53 PM
Financial and Psycological implications of inheriting or giving millions to heir by Kamban Started by Kamban, 09-24-2017, 09:12 PM	23 responses 74 views 0 likes	Last Post by Zaphod 09-27-2017, 03:42 AM
Estate planning/trust/will by Drknowsbest Started by Drknowsbest, 09-19-2017, 01:07 PM	35 responses 44 views 0 likes	Last Post by Craigy 09-21-2017, 03:34 AM
Meeting with estate planner by llessac15 Started by llessac15, 08-27-2017, 10:31 AM	11 responses 26 views 0 likes	Last Post by Craigy 08-29-2017, 02:53 AM
Inheritance - How mad will you be if you get nothing? by Donnie Started by Donnie, 08-18-2017, 07:10 AM	44 responses 494 views 0 likes	Last Post by Donnie 08-21-2017, 03:47 AM
Handle Parents lack of planning. by adventure Started by adventure, 07-12-2017, 12:26 PM	28 responses 50 views 0 likes	Last Post by nwdpath 08-20-2017, 06:21 AM

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