What is included in the Estate?
The Gross Estate of the decedent consists of an accounting of everything you own or have certain interests in at the date of death (Refer to Form 706 (PDF)). The fair market value of these items is used, not necessarily what you paid for them or what their values were when you acquired them. The total of all of these items is your “Gross Estate.” The includible property may consist of cash and securities, real estate, insurance, trusts, annuities, business interests and other assets. Keep in mind that the Gross Estate will likely include non-probate as well as probate property.
The Gross Estate of the decedent consists of an accounting of everything you own or have certain interests in at the date of death. The fair market value of these items is used, not necessarily what… • Living Will – Why you need one now! Living Will – Why it’s critical that you have one! A Living Will is a legal document that allows you to direct healthcare professionals to act on your behalf regarding life-sustaining intervention and… • Last Will And Testament Considerations Interest in a Last Will and Testament and other end of life planning documents skyrocketed during the coverage of Terri Schiavo’s case, but interest didn’t always lead to action. It isn’t that people laugh… • Estate Planning Basics You have probably accomplished a great deal with your life. Over the years you have worked, planned and saved. Perhaps you have even made some sacrifices to achieve your current level of success. It’s…
The Gross Estate of the decedent consists of an accounting of everything you own or have certain interests in at the date of death (Refer to Form 706). The fair market value of these items is used, not necessarily what you paid for them or what their values were when you acquired them. The total of all of these items is your “Gross Estate.” The includible property may consist of cash and securities, real estate, insurance, trusts, annuities, business interests and other assets. Keep in mind that the Gross Estate will likely include non-probate as well as probate property.
The Gross Estate of the decedent consists of an accounting of everything you own or have certain interests in at the date of death. The fair market value of these items is used, not necessarily what you paid for them or what their values were when you acquired them. The total of all of these items is your “Gross Estate.” The includible property may consist of cash and securities, real estate, insurance, trusts, annuities, business interests and other assets. Keep in mind that the Gross Estate will likely include non-probate as well as probate property.
The Gross Estate of the decedent consists of an accounting of everything you own or have certain interests in at the date of death. The fair market value of these items is used, not necessarily what… • Protect Your Legacy with Trusts Were you aware of the fact that almost 1 in 4 people over the age of 50 have a living trust? When used as a part of an estate conversation plan, tursts can help preserve more of your assets for your heirs… • The New Rage: Incentive Trusts Today’s baby boomers want more out of their estate planning than just passing along an inheritance to their children. They also want to pass along their values – and they’re using incentive trusts to do… • Last Will And Testament Considerations Interest in a Last Will and Testament and other end of life planning documents skyrocketed during the coverage of Terri Schiavo’s case, but interest didn’t always lead to action. It isn’t that people laugh… • RETIREMENT LIVING THE WAY YOU WANT IT GROWING AWARD WINNING SENIO
