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Quamuts and Quamut Wikis tagged with estateplanning

Planning Your Retirement: Retirement Money Management
Once you’re retired, it’s important to protect your nest egg while also trying to earn the highest possible returns on your investments. The best way to accomplish both of these goal ...
Tags: ETFs estate planning annuities mutual funds retirement retirement allocation planning your retirement asset allocation money
www.quamut.com/quamut/planning_your_retirement/page/retirement_money_management.html

Estate Planning: Estate Planning Basics
Estate planning can help you preserve your hard-earned assets and ensure that they go where you want them to go after you die. By planning your estate, you can save your family and heirs considera ...
Tags: estate planning wills estate planning checklist writing wills
www.quamut.com/quamut/estate_planning/page/estate_planning_basics.html

Estate Planning: How Estate Taxes Work
The only way to pass on your entire estate without paying tax is by giving 100% of it to your spouse. When heirs other than a spouse receive assets from an estate, tax liabilities arise. There are ...
Tags: estate taxes estate planning capital gains taxes state inheritance taxes state estate taxes federal income taxes state income taxes federal estate taxes
www.quamut.com/quamut/estate_planning/page/how_estate_taxes_work.html

Estate Planning: Wills and Estate Planning
A will is a document used to direct where your real property and cash-equivalent assets go when you die. Real property: Your home, land, and any other real estate you own. Cash-equivalent assets: ...
Tags: estate planning and wills estate planning default wills without a will what wills don't cover
www.quamut.com/quamut/estate_planning/page/wills_and_estate_planning.html

Estate Planning: How to Write a Will
There are two ways to write a will: by yourself or with professional help. “Do it yourself” wills: Writing a will by yourself is less expensive than working with a lawyer but is also ...
Tags: estate planning writing wills writing a will notary witnesses guardians executor community property
www.quamut.com/quamut/estate_planning/page/how_to_write_a_will.html

Estate Planning: Planning Directives
Almost everyone who needs a will should also have planning directives . These documents, known as powers of attorney , letters of instruction , and living wills , provide guidance about your wishe ...
Tags: estate planning planning directives living wills letters of instruction DNR power of attorney
www.quamut.com/quamut/estate_planning/page/planning_directives.html

Estate Planning: Probate
Probate The assets covered in your will and planning directives do not pass directly to your heirs. First, your heirs must prove that: The will is valid. You do in fact own the a ...
Tags: estate planning probate protecting assets in will writing wills writing a will
www.quamut.com/quamut/estate_planning/page/probate.html

Estate Planning: Estate Planning and Trusts
Trusts are legal entities used to protect various aspects of an estate. The most popular types of trusts are intended to shield significant assets, such as homes and other investments (stocks, bon ...
Tags: estate planning trusts estate planning and trusts who needs trusts
www.quamut.com/quamut/estate_planning/page/estate_planning_and_trusts.html

Estate Planning: Types of Trusts
Trusts fall into two main categories: revocable and irrevocable . Revocable trusts, also known as living trusts , can be canceled or modified at any point during your lifetime. Irrevocable trusts ...
Tags: trusts types of trusts estate planning revocable trusts generation-skipping trusts irrevocable life insurance trusts irrevocable income-only trusts
www.quamut.com/quamut/estate_planning/page/types_of_trusts.html

Estate Planning: Life Insurance
When you purchase life insurance, you agree to pay regular premiums in exchange for a lump-sum payment payable to your heirs upon your death. Many people put off purchasing life insurance because ...
Tags: estate planning life insurance buying life insurance estate's tax burden
www.quamut.com/quamut/estate_planning/page/life_insurance.html

Estate Planning: Charitable Giving
Charitable giving is a way to “give back” to organizations that you feel could benefit from your financial assistance after you die. The government provides incentives to give to cha ...
Tags: charitable giving charitable trusts charitable giving and life insurance donating assets estate planning
www.quamut.com/quamut/estate_planning/page/charitable_giving.html

Estate Planning: General Gifting
Any person can gift money or assets to anyone they choose. Gifts are currently tax free up to specified annual and lifetime limits ( see The Gift Tax , below ). Gifts are commonly used to: Pass mo ...
Tags: estate planning educational savings plans general gifting gift tax gift tax return gift tax exclusion 529 plans
www.quamut.com/quamut/estate_planning/page/general_gifting.html

Estate Planning: Long-Term Care Planning
Half or more of all people aged 65 or over will need some form of long-term care (LTC) , such as an extended stay in a nursing home or medical facility. The costs for extended LTC can severely dep ...
Tags: estate planning long-term care planning long-term care costs Medicaid planning long-term care insurance
www.quamut.com/quamut/estate_planning/page/longterm_care_planning.html

Estate Planning: Business Succession Planning
If a person is a small business owner, the core asset he or she holds is often the business itself. However, many small business owners fail to pass on their business to their heirs. Instead, the ...
Tags: business succession planning estate planning business owners and wills
www.quamut.com/quamut/estate_planning/page/business_succession_planning.html