Timothy Sumer

In this video, we'll talk about spousal limited access trust. A spousal limited access trust is a trust that allows one spouse to make a gift into a trust to benefit the other spouse while removing the assets from their combined estates. This trust can be a useful estate planning tool for couples who want to protect their assets and prepare for the future. We'll discuss the benefits of a spousal limited access trust and detail how to create one. After watching this video, you'll be able to understand how a spousal limited access trust can benefit your family!... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA Write an article about Spousal Limited Access Trust Explained in English https://inflationprotection.org/rewrite-this-title-spousal-limited-access-trust-explained/?feed_id=104210&_unique_id=647c3c0657268 #Infla...

Build your estate plan online! MyAdvocate is the online solution for creating and maintaining your Will and all other legally-valid estate planning documents. Click the link below to get started! -- For many, their Traditional Individual retirement account (IRA) represents their largest financial asset. Most retirees name adult individuals as their beneficiaries. Yet some IRA owners want to name a trust as a beneficiary of their IRA. Naming a trust as an IRA beneficiary can have adverse income tax consequences. However, if the trust qualifies as a "see-through trust", then after the iRA owner's death, you can through the trust to the underlying trust beneficiaries, and the required minimum distribution rules will apply as if those trust beneficiaries were designated as beneficiaries. One of the four requirements to get the favorable see-through trust tax treatment is that the trust be irrevocable. But just because you name an irrevocable trust as a benefic...

@dannyjensen4954 has full video. Also do a search on Conduit Trust for more details.... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERT IRA TO GOLD: Gold IRA Account CONVERT IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/an-ira-at-vanguard-or-fidelity-can-use-a-conduit-trust-as-a-beneficiary-to-pay-income-for-life/?feed_id=65801&_unique_id=63d7b65414c1f #Inflation #Retirement #GoldIRA #Wealth #Investing #Conduittrust #fidelityIRAbeneficiary #inheritedira #IRABeneficiary #iratrust #rmdIRAtrust #seethroughtrust #TrustasIRABeneficiary #vanguardirabeneficiary #FidelityIRA #Conduittrust #fidelityIRAbeneficiary #inheritedira #IRABeneficiary #iratrust #rmdIRAtrust #seethroughtrust #TrustasIRABeneficiary #vanguardirabeneficiary

How to setup Conduit and See-Through trusts at Vanguard and Fidelity. How the asset transfer process works and tips on processing RMD on Conduit IRA Beneficiary Trusts.... ( read more ) LEARN MORE ABOUT: IRA Accounts INVESTING IN A GOLD IRA: Gold IRA Account INVESTING IN A SILVER IRA: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/using-vanguard-and-fidelity-conduit-trusts-and-see-through-trusts-as-ira-beneficiaries/?feed_id=63939&_unique_id=63d093f815c6d #Inflation #Retirement #GoldIRA #Wealth #Investing #1099RCONDUITTRUST #Conduittrust #Fidelityconduittrust #fidelityseethroughtrust #IRABENEFICIARYFIDELITY #IRABENEFICIARYVANGUARD #iratrust #TRUSTASIRABENEFICIARYFIDELITY #TRUSTASIRABENEFICIARYVANGUARD #vanguardconduittrust #vanguardseethroughtrust #VanguardIRA #1099RCONDUITTRUST #Conduittrust #Fidelityconduittrust #fidelityseethroughtrust #IRABENEFICIARYFIDELITY #IRABENEFICIARYVANGUARD #iratrust #TRUSTASIR...

Boyd & Boyd, P.C. TV commercial about the IRA Inheritance Trust TM. Watch for it on the Comcast Cable Network in Barnstable County!... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/boyd-2015/?feed_id=58682&_unique_id=63bc780b0fd9d #Inflation #Retirement #GoldIRA #Wealth #Investing #BoydBoydPC #CapeCod #ClarkvRameker #estateplanning #ira #IRAInheritanceTrust #iratrust #RetirementPl #Stretchout #trust #InheritedIRA #BoydBoydPC #CapeCod #ClarkvRameker #estateplanning #ira #IRAInheritanceTrust #iratrust #RetirementPl #Stretchout #trust

Retirement plans like IRAs and 401k plans are a unique asset that can cause serious problems when inherited. This presentation explains the differences between qualified retirement plans and the Inherited IRA, and how to provide for income tax deferral and asset protection for your spouse, partner, children or other heirs. NOTE: Because of legislation pending in the United States Congress that may seriously impact the distribution of retirement plans at the death of the owner, I am suspending any further Retirement Plan Trust Seminars until the final legislation is either passed or rejected. If you wish to view the Retirement Plan Trust Seminar, please be advised that Congress may change many of legalities set forth in the presentation in 2017.... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/the-retireme...

Will beneficiaries get taxed on their inheritance? --------------------------------------- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to entry (we make it easy for you) 3. Estate tax reduction/elimination If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate Planning - Probate - Christopher Small is the owner of CMS Law Firm LLC. He created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. ----------------------------- How to find me out there in th...