PowerPoint
Slides - Estate Planning
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| Six Estate Planning Problems |
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| Overview of Solutions |
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| Problem1--Bad Estate Division |
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| Delay problem to second death |
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| Proper Estate Division |
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| Actual Sources of Retirement Income--Allstate study |
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| Proper Estate Division won't solve problem for all |
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| Titling |
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| Where's the Liquidity |
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| High Maintenance Assets |
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| 1031 Exchange Basics |
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| Taxation of Qualified Plan Assets |
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| Roth IRA as an Estate Planning Tool |
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| NUA as an Estate Planning Tool |
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| Buy Life Insurance in a Qualified Plan - 1 |
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| Buy Life Insurance in a Qualified Plan - 2 |
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| Insurance Planning Risks |
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| Insurance Planning Risks |
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| Progressive Nature of Estate Tax |
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| Steps in using an ILIT |
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| Leverage wealth with life insurance |
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| Use ILIT to pay estate taxes |
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| Lifetime asset transfer |
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| CRT-1 |
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| CRT-2 |
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| GRAT |
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| FLP |
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| Discount your assets for estate purposes |
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| Annual Gift Exclusion |
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