JR98, life insurance can use to supplement a living trust..

来源: jy101 于 2010-10-31 08:37:34 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (373 bytes)
本帖于 2010-10-31 10:37:25 时间, 由普通用户 jy101 编辑
回答: the incomplete idiot's guide to Living Trust 由 jy101 于 2010-10-31 07:49:58

per my attorney, few things that should not incorporate in the living trust, such as your IRA, 401K, and life insurance policy..don't ask me why....

but as I understand, if you have a sizable estate, over xxxmil, a life insurance trust can be setup to pay estate taxes, by using a single premium policy...but this one is beyond me, I am not that rich...haha.

所有跟帖： 

• Is it because they already have beneficiaries? -Morning3evening4- ♂ 给 Morning3evening4 发送悄悄话 Morning3evening4 的博客首页 (285 bytes) () 10/31/2010 postreply 08:45:45

• no, "most asset is in accounts with beneficiaries" is no substit -美西游子- ♀ 给 美西游子 发送悄悄话 美西游子 的博客首页 (1701 bytes) () 10/31/2010 postreply 12:34:59

• Thanks -JR98- ♂ 给 JR98 发送悄悄话 JR98 的博客首页 (0 bytes) () 10/31/2010 postreply 12:41:57

• Read it. 还是有钱人的烦恼。 -Morning3evening4- ♂ 给 Morning3evening4 发送悄悄话 Morning3evening4 的博客首页 (873 bytes) () 10/31/2010 postreply 13:07:29

• A-mao, actually the trust can work out perfect in this case... -jy101- ♂ 给 jy101 发送悄悄话 jy101 的博客首页 (1275 bytes) () 10/31/2010 postreply 15:01:56

• Yes, if there is more than enough money. -Morning3evening4- ♂ 给 Morning3evening4 发送悄悄话 Morning3evening4 的博客首页 (489 bytes) () 10/31/2010 postreply 15:14:22

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