ОТНОСТНО ТОЗИ ЕПИЗОД
May include both ongoing and necessary income distributions to the surviving spouse (if applicable) and/or other beneficiaries during the course of the administration. The distribution of specific bequests, including tangible personal property, and ultimate distribution of the estate/trust to the beneficiaries and/or establishment of continuing trusts for their benefit.
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ТРАНСКРИПЦИЯ 🔗
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ТЪРСЕНЕ на МИНАЛИ ЕПИЗОДИ
Търсене в минали епизоди на The Estate Settlement Program™.
ДРУГИ ЕПИЗОДИ В ТОЗИ ПОДКАСТ
This podcast provides the beneficiaries of the estate or trust administration an idea as to the timeline before distribution will be made, including what to expect during the process.
For financial professionals working with client’s who have lost a loved one and will be collaborating with the legal team on the trust administration process.
The identification of any gift, estate and income tax returns that may be necessary to be filed, as well as planning for any IRA or 401(k) Required Minimum Distributions. Includes coordination with the CPA and financial advisors to minimize taxes and achieve family objectives.
Review family’s ongoing planning opportunities. Complete any remaining open points and answer final questions.
Опровержение: Подкастът и произведенията на изкуството, вградени на тази страница, са от Craig R. Hersch, което е собственост на неговия собственик и не е свързано с или одобрено от Listen Notes, Inc.
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