22-Apr-19
30-Point Checklist for Terminally Ill Individuals
The following is a checklist compiled by David A. Handler and Kristen A. Curatolol that appeared in the April 2019 edition of Trusts & Estates. Plan for incapacity Fund the revocable trust Make tax-free gifts Make charitable gifts during life Use gift tax exemptions Make taxable gifts Reduce state estate taxes Substitute low basis trust […]
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