process of bequeathing money
1.      For a charitable organization of your choosing, (please indicate your choice), what is the process of bequeathing money. What is the optimal or recommended method for doing this? How does the charitable organization recognize a donor, how is the money utilized, and how much of the money does the charitable organization receive of the amount bequeathed? Also, for your charity, how much of their donor money is actually used for charitable and not salary and expense purposes?
Â
2.      What is the rationale for taxing estates and distributions of assets to heirs? Do you feel that this practice is fair? Please explain. What are two methods of estate preservation you would recommend to a high net worth client hoping to pass assets on to their heirs?
Â
3.      Find an example of an unusual will, or a will with unusual provisions, a famous estate in testate (and how long it takes to resolve) or a will that was contested. What makes your example uncommon and could this or was this contested successfully? What is the best method of disinheriting someone?
Â
4.      Do you believe that a buy-sell agreement is the best approach for small business perpetuity plans? What are the challenges for small insurance agencies without a prior buy-sell agreement? What is the best small insurer perpetuation plan?
Â
5.      What are the advantages and disadvantages of life insurance in estate preservation? How are annuities useful in estate planning? How else would you advocate estate planning for transferring the majority of assets while minimizing taxation to heirs? What are the risks associated with early transfers of wealth?
Answers
Status NEW
Posted 15 May 2017 08:05 AM
My Price 8.00
-----------
Attachments
file 1494837480-Solutions file.docx preview (56 words )
S-----------olu-----------tio-----------ns -----------fil-----------e
-----------Hel-----------lo -----------Sir-----------/Ma-----------dam-----------
T-----------han-----------k y-----------ou -----------for----------- yo-----------ur -----------int-----------ere-----------st -----------and----------- bu-----------yin-----------g m-----------y p-----------ost-----------ed -----------sol-----------uti-----------on.----------- Pl-----------eas-----------e p-----------ing----------- me----------- on----------- ch-----------at -----------I a-----------m o-----------nli-----------ne -----------or -----------inb-----------ox -----------me -----------a m-----------ess-----------age----------- I -----------wil-----------l b-----------e q-----------uic-----------kly----------- on-----------lin-----------e a-----------nd -----------giv-----------e y-----------ou -----------exa-----------ct -----------fil-----------e a-----------nd -----------the----------- sa-----------me -----------fil-----------e i-----------s a-----------lso----------- se-----------nt -----------to -----------you-----------r e-----------mai-----------l t-----------hat----------- is----------- re-----------gis-----------ter-----------ed -----------onÂ----------- th-----------is -----------web-----------sit-----------e.
-----------
H-----------YPE-----------RLI-----------NK -----------&qu-----------ot;-----------htt-----------p:/-----------/wo-----------rkb-----------ank-----------247-----------.co-----------m/&-----------quo-----------t; -----------\t -----------&qu-----------ot;-----------_bl-----------ank-----------&qu-----------ot;-----------
-----------Tha-----------nk -----------you-----------
-----------
Not Rated(0)