In 1966, two Brazilian men were found dead on Vintém Hill under bizarre circumstances that continue to perplex investigators and conspiracy theorists alike. Lying side by side, their bodies were discovered wearing matching lead masks—shields with no eyeholes—alongside cryptic notes. Were they victims of a cult ritual, a failed experiment, or something even more otherworldly? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
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[S1E11] Avoiding Probate
Arşivlenmiş dizi ("Etkin olmayan yayın" status)
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This feed was archived on January 11, 2025 22:08 (
Why? Etkin olmayan yayın status. Sunucularımız bir süredir geçerli bir podcast beslemesi alamadı
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 451813342 series 3618260
İçerik chenran818 tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan chenran818 veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Titling assets and using trusts can help bypass probate, offering privacy and efficiency.
…
continue reading
19 bölüm
PaylaşArşivlenmiş dizi ("Etkin olmayan yayın" status)
When?
This feed was archived on January 11, 2025 22:08 (
Why? Etkin olmayan yayın status. Sunucularımız bir süredir geçerli bir podcast beslemesi alamadı
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 451813342 series 3618260
İçerik chenran818 tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan chenran818 veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Titling assets and using trusts can help bypass probate, offering privacy and efficiency.
…
continue reading
19 bölüm
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Transfers to spouses or charities are tax-deductible under specific rules, providing flexibility in estate plans.
M
My CFP Study Notes
The Crummey provision creates a present interest in trust contributions, enabling annual exclusion benefits.
Gifts must be structured as present interests to qualify for annual exclusions, distinguishing them from future interests.
The annual exclusion allows tax-free gifting of present interests up to a set limit per recipient.
Spouses can double their annual gift exclusions by electing to split gifts, subject to specific rules.
Deductions like annual exclusions and marital or charitable deductions determine the taxable portion of gifts.
M
My CFP Study Notes
Gifts are subject to tax based on fair market value and can shift wealth out of the taxable estate.
Ownership types like joint tenancy, tenancy in common, and community property affect estate inclusion and probate requirements.
M
My CFP Study Notes
Titling assets and using trusts can help bypass probate, offering privacy and efficiency.
M
My CFP Study Notes
Probate establishes clear legal ownership of assets but involves costs, delays, and public disclosure.
Property can transfer through probate, trusts, operation of law, or contracts, each with distinct benefits and limitations.
Beneficiaries can disclaim assets within strict guidelines to redirect property and optimize tax outcomes.
Clauses like survivorship and disclaimers help guide inheritance and estate tax implications.
Wills can be statutory, holographic, or nuncupative, each with unique requirements and implications.
Documents such as wills, durable powers of attorney, and advance medical directives are crucial for implementing estate plans.
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