Should Parents Transfer Assets to Children for Estate Planning: Pros and Cons скачать в хорошем качестве

Should Parents Transfer Assets to Children for Estate Planning: Pros and Cons

To request a no-cost zoom estate planning design meeting: https://aeplaw.cliogrow.com/intake/71... Our national estate planning law firm website: https://aeplawyers.com/ Get together with like-minded individuals in our Impactful Inheritance community to discuss planning, preservation, and protection of wealth. Join our community today and start making a difference for future generations. 30 day free trial at the following link: https://www.impactfulinheritance.com/... Subscribe on LinkedIn https://www.linkedin.com/build-relati... 00:00 Parents Gifting Assets To Children 2:02 Gifting for Education for Children and Grandchildren 2:46 Allow Parents To See Positive Impact on Children 7:09 Some Children Have Greater Needs 8:06 Medicaid Eligibility 9:43 Creditor Protection Purposes 10:40 Tax Rules Related To Gifting 11:23 $18,000 Present Interest Annual Exclusion 15:30 Carry Over of Capital Gains Tax Basis 17:32 Step-Up in Capital Gains Tax Basis 19:34 Keeping Assets In The Estate 19:52 Gifting Appreciated Assets To Charity 23:18 Gifting Assets After a Married Person Dies 25:06 Gifting In Trust To Avoid Estate Tax 27:17 Transferring Assets To Irrevocable Trust for Medicaid Eligibility Purposes 29:38 Should Gift To Child Be Part Of Child's Future Inheritance? 30:44 Be Aware of Capital Gains Tax Rules When Gifting 31:17 Gifts That Are a Fraudulent Conveyance