Living Trust Secrets Blog http://livingtrustsecrets.com/blog Estate Planning, Living Trust, and Probate Information and Tutorials Fri, 22 Dec 2006 01:01:06 +0000 http://wordpress.org/?v=2.0.5 en © 2003-2006 pbcraig@gmail.com () pbcraig@gmail.com Estate Planning, Living Trust, and Probate Information and Tutorials pbcraig@gmail.com No no http://livingtrustsecrets.com/blog/wp-content/plugins/podpress/images/powered_by_podpress.jpg Living Trust Secrets Blog http://livingtrustsecrets.com/blog 144 144 What if the beneficiary doen't want the money? http://livingtrustsecrets.com/blog/76/what-if-the-beneficiary-doent-want-the-money/ http://livingtrustsecrets.com/blog/76/what-if-the-beneficiary-doent-want-the-money/#comments Fri, 22 Dec 2006 01:01:06 +0000 Phil Living Trusts http://livingtrustsecrets.com/blog/76/what-if-the-beneficiary-doent-want-the-money/ What if a trust beneficiary doesn't want the money? - Living Trust Network


What if a trust beneficiary doesn't want the money?
Living Trust Network, CT - Dec 20, 2006
That would require the filing of a federal gift tax return on her part since the gift would exceed the annual gift tax exclusion ($12000 currently). …

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]]> http://livingtrustsecrets.com/blog/76/what-if-the-beneficiary-doent-want-the-money/feed/ What if a trust beneficiary doesn't want the money? - Living Trust Network What if a trust beneficiary doesn't want the money? Living Trust Network, CT - Dec 20, ... What if a trust beneficiary doesn't want the money? - Living Trust Network What if a trust beneficiary doesn't want the money? Living Trust Network, CT - Dec 20, 2006 That would require the filing of a federal gift tax return on her part since the gift would exceed the annual gift tax exclusion ($12000 currently). ... Living Trusts pbcraig@gmail.com no No Understanding the Gift Tax http://livingtrustsecrets.com/blog/75/understanding-the-gift-tax/ http://livingtrustsecrets.com/blog/75/understanding-the-gift-tax/#comments Tue, 19 Dec 2006 20:09:16 +0000 Phil Estate Tax http://livingtrustsecrets.com/blog/75/understanding-the-gift-tax/ Here's a good intro to the gift tax:

Understanding the Gift Tax - Kiplinger.com


Understanding the Gift Tax
Kiplinger.com, DC - Dec 11, 2006
… By Mary Beth Franklin. One of the least understood tax rules is the federal gift tax. … It's particularly important to pay attention to gift tax rules now. …

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]]> http://livingtrustsecrets.com/blog/75/understanding-the-gift-tax/feed/ Here's a good intro to the gift tax: Understanding the Gift Tax - Kiplinger.com Understanding the Gift Tax Kiplinger.com, DC - Dec 11, 2006 ... By Mary Beth Franklin. One of ... Here's a good intro to the gift tax: Understanding the Gift Tax - Kiplinger.com Understanding the Gift Tax Kiplinger.com, DC - Dec 11, 2006 ... By Mary Beth Franklin. One of the least understood tax rules is the federal gift tax. ... It's particularly important to pay attention to gift tax rules now. ... Estate Tax pbcraig@gmail.com no No Quinn: Social Security Isn't Doomed - Newsweek Columnists - MSNBC … http://livingtrustsecrets.com/blog/72/quinn-social-security-isnt-doomed-newsweek-columnists-msnbc/ http://livingtrustsecrets.com/blog/72/quinn-social-security-isnt-doomed-newsweek-columnists-msnbc/#comments Sat, 09 Dec 2006 09:19:00 +0000 Living Trusts http://livingtrustsecrets.com/blog/72/quinn-social-security-isnt-doomed-newsweek-columnists-msnbc/ Take Social Security's sacred trust fund. Back in 1994, the trustees expected it to run dry in 2029 … lifetime incomes we're getting from Social Security as a result of retiring earlier and living so …

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]]> http://livingtrustsecrets.com/blog/72/quinn-social-security-isnt-doomed-newsweek-columnists-msnbc/feed/ Take Social Security#39;s sacred trust fund. Back in 1994, the trustees expected it to run dry in 2029 #8230; lifetime incomes we#39;re getting from Social ... Take Social Security#39;s sacred trust fund. Back in 1994, the trustees expected it to run dry in 2029 #8230; lifetime incomes we#39;re getting from Social Security as a result of retiring earlier and living so #8230; Living Trusts pbcraig@gmail.com no No Wealthy losing faith in Wall Street - Personal Finance - MSNBC … http://livingtrustsecrets.com/blog/67/wealthy-losing-faith-in-wall-street-personal-finance-msnbc/ http://livingtrustsecrets.com/blog/67/wealthy-losing-faith-in-wall-street-personal-finance-msnbc/#comments Wed, 29 Nov 2006 07:58:00 +0000 Living Trusts http://livingtrustsecrets.com/blog/67/wealthy-losing-faith-in-wall-street-personal-finance-msnbc/ Wealthy losing faith in Wall Street Survey finds 79 percent do not trust corporate management … Appalachian Trail seen as a living laboratory • …

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]]> http://livingtrustsecrets.com/blog/67/wealthy-losing-faith-in-wall-street-personal-finance-msnbc/feed/ Wealthy losing faith in Wall Street Survey finds 79 percent do not trust corporate management #8230; Appalachian Trail seen as a living laboratory • #8230; Wealthy losing faith in Wall Street Survey finds 79 percent do not trust corporate management #8230; Appalachian Trail seen as a living laboratory • #8230; Living Trusts pbcraig@gmail.com no No Are there tax consequences to the recipient of a gift? - Living Trust Network http://livingtrustsecrets.com/blog/20/are-there-tax-consequences-to-the-recipient-of-a-gift-living-trust-network/ http://livingtrustsecrets.com/blog/20/are-there-tax-consequences-to-the-recipient-of-a-gift-living-trust-network/#comments Mon, 13 Nov 2006 14:18:00 +0000 Phil Living Trusts http://livingtrustsecrets.com/blog/20/are-there-tax-consequences-to-the-recipient-of-a-gift-living-trust-network/ Are there tax consequences to the recipient of a gift?Living Trust Network, CT - Nov 13, 2006… Attorney Pancheri is also the CEO of the Living Trust Network, LLC. … Attorney Pancheri is also the CEO of the Living Trust Network, LLC. …

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]]> http://livingtrustsecrets.com/blog/20/are-there-tax-consequences-to-the-recipient-of-a-gift-living-trust-network/feed/ Are there tax consequences to the recipient of a gift?Living Trust Network, CT - Nov 13, 2006#8230; Attorney Pancheri is also the CEO of the Living Trust ... Are there tax consequences to the recipient of a gift?Living Trust Network, CT - Nov 13, 2006#8230; Attorney Pancheri is also the CEO of the Living Trust Network, LLC. #8230; Attorney Pancheri is also the CEO of the Living Trust Network, LLC. #8230; Living Trusts pbcraig@gmail.com no No Financial planning for seniors - Forbes.com - MSNBC.com http://livingtrustsecrets.com/blog/23/financial-planning-for-seniors-forbescom-msnbccom/ http://livingtrustsecrets.com/blog/23/financial-planning-for-seniors-forbescom-msnbccom/#comments Sat, 11 Nov 2006 22:52:00 +0000 Phil Living Trusts http://livingtrustsecrets.com/blog/23/financial-planning-for-seniors-forbescom-msnbccom/ At this stage in life, estate planning is critical, and a living trust warrants consideration. A will states what you want done with your assets after death.

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]]> http://livingtrustsecrets.com/blog/23/financial-planning-for-seniors-forbescom-msnbccom/feed/ At this stage in life, estate planning is critical, and a living trust warrants consideration. A will states what you want done with your assets ... At this stage in life, estate planning is critical, and a living trust warrants consideration. A will states what you want done with your assets after death. Living Trusts pbcraig@gmail.com no No How to sell property held in living trust - Mortage 101 http://livingtrustsecrets.com/blog/13/how-to-sell-property-held-in-living-trust-mortage-101/ http://livingtrustsecrets.com/blog/13/how-to-sell-property-held-in-living-trust-mortage-101/#comments Tue, 07 Nov 2006 03:11:00 +0000 Phil Living Trusts http://livingtrustsecrets.com/blog/13/how-to-sell-property-held-in-living-trust-mortage-101/ How to sell property held in living trustMortage 101 - Nov 7, 2006DEAR BOB: You have said several times the way to convey title to real estate into a living trust is by a quitclaim deed signed and notarized by the owner. …

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]]> http://livingtrustsecrets.com/blog/13/how-to-sell-property-held-in-living-trust-mortage-101/feed/ How to sell property held in living trustMortage 101 - Nov 7, 2006DEAR BOB: You have said several times the way to convey title to real ... How to sell property held in living trustMortage 101 - Nov 7, 2006DEAR BOB: You have said several times the way to convey title to real estate into a living trust is by a quitclaim deed signed and notarized by the owner. #8230; Living Trusts pbcraig@gmail.com no No Living Trust Network - Living Trust Network http://livingtrustsecrets.com/blog/16/living-trust-network-living-trust-network/ http://livingtrustsecrets.com/blog/16/living-trust-network-living-trust-network/#comments Fri, 03 Nov 2006 11:13:00 +0000 Phil Living Trusts http://livingtrustsecrets.com/blog/16/living-trust-network-living-trust-network/ Living Trust NetworkLiving Trust Network, CT - Nov 3, 2006If you want to know how to manage a living trust for the benefit of a surviving spouse, then the Living Trust Network's current "Meet Me At The Forums …

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]]> http://livingtrustsecrets.com/blog/16/living-trust-network-living-trust-network/feed/ Living Trust NetworkLiving Trust Network, CT - Nov 3, 2006If you want to know how to manage a living trust for the benefit of a surviving spouse, ... Living Trust NetworkLiving Trust Network, CT - Nov 3, 2006If you want to know how to manage a living trust for the benefit of a surviving spouse, then the Living Trust Network#39;s current "Meet Me At The Forums #8230; Living Trusts pbcraig@gmail.com no No A financial primer for same-sex couples - Personal Finance - MSNBC … http://livingtrustsecrets.com/blog/24/a-financial-primer-for-same-sex-couples-personal-finance-msnbc/ http://livingtrustsecrets.com/blog/24/a-financial-primer-for-same-sex-couples-personal-finance-msnbc/#comments Thu, 02 Nov 2006 17:41:00 +0000 Phil Living Trusts http://livingtrustsecrets.com/blog/24/a-financial-primer-for-same-sex-couples-personal-finance-msnbc/ A living trust should be used with a pour-over will, which will cause any assets left out to "pour over" into the trust after you die. Advance health-care directive; health-care authorization proxy …

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]]> http://livingtrustsecrets.com/blog/24/a-financial-primer-for-same-sex-couples-personal-finance-msnbc/feed/ A living trust should be used with a pour-over will, which will cause any assets left out to #034;pour over#034; into the trust after you ... A living trust should be used with a pour-over will, which will cause any assets left out to #034;pour over#034; into the trust after you die. Advance health-care directive; health-care authorization proxy #8230; Living Trusts pbcraig@gmail.com no No North Carolina Shuts Down Living Trust Scheme - Consumer Affairs http://livingtrustsecrets.com/blog/17/north-carolina-shuts-down-living-trust-scheme-consumer-affairs/ http://livingtrustsecrets.com/blog/17/north-carolina-shuts-down-living-trust-scheme-consumer-affairs/#comments Sun, 22 Oct 2006 12:24:00 +0000 Phil Living Trusts http://livingtrustsecrets.com/blog/17/north-carolina-shuts-down-living-trust-scheme-consumer-affairs/ North Carolina Shuts Down Living Trust SchemeConsumer Affairs - Oct 22, 2006… Once the paperwork for the living trust was complete, a Heritage sales agent delivered it to the consumer. Cooper contends that …

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