Family and Estate Planning in Vermont - PowerPoint PPT Presentation

View by Category
About This Presentation
Title:

Family and Estate Planning in Vermont

Description:

This presentation talks about the many changes that affect family through the years and its impact to family and estate planning in Vermont. – PowerPoint PPT presentation

Number of Views:142

less

Write a Comment
User Comments (0)
Transcript and Presenter's Notes

Title: Family and Estate Planning in Vermont


1
Family Estate Planning in Vermont
The Many Changes that Affect Families Through
the Years
2
Human Nature As a Reason Why We Avoid Estate
Planning
3
There are many reasons people avoid estate
planning
4
(No Transcript)
5
(No Transcript)
6
(No Transcript)
7
(No Transcript)
8
The New American Family
9
Modern family dynamics makes it even more
important to ensure estate planning is a
priority
10
(No Transcript)
11
(No Transcript)
12
(No Transcript)
13
Marital Deductions
14
A favorite tool for estate planning
15
A favorite tool for estate planning
It must be right, or else, higher taxes could be
the result
16
A favorite tool for estate planning
It must be right, or else, higher taxes could be
the result
Experienced estate planning lawyers are your best
tool to avoid mistakes
17
  • Gross estate is calculated
  • after the estate executor takes over

18
It combines the total value of all assets, the
value of property left to survivors and takes
into consideration other factors, such as
charitable contributions
19
One especially important benefit is the absence
of marital deduction limits
20
Estate taxes can be eliminated in their entirety
by leaving the whole estate to the spouse
21
Its not always the answer though marital
deductions defer taxes, not eliminate them
22
Outside Factors that Must Be Considered
23
(No Transcript)
24
Other Questions Were Asked
25
(No Transcript)
26
(No Transcript)
27
Want to Know More About Family and Estate
Planning in Vermont?
28
Click to visit www.UnsworthLaw.net
About PowerShow.com