Baby Boomer's Guide to Estate & Medicaid Planning

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 10.36 MB

Downloadable formats: PDF

The course facilitator is Rockwills Institute Pte Ltd and the teaching team comprises some of the leading practitioners in Singapore. The formula to determine this is: If the value of the estate exceeds R15 000, but is less than R17 000: R42 If the value of the estate exceeds R17 000, then a further R6 is charged for each next full R2 000 by which the gross value exceeds R17 000. Of course, you can pass an amount equal to the estate-tax exemption directly to your kids when you die, but the reason for a bypass trust is to protect your spouse financially in the event he or she has need for income from the trust or in the event you think your children will squander their inheritance before the surviving parent dies.

Pages: 250

Publisher: Stonemark Publishing (September 28, 2005)

ISBN: 0965793621

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