Basic Estate Planning: Introduction |
EP-1 |
basic estate planning, will, investing liquid assets, estate settlement, costs, estate taxes, federal estate taxes, distribution of assets |
Basic Estate Planning: The Nursing Home Dilemma |
EP-10 |
basic estate planning |
Basic Estate Planning: Medicare and Medigap |
EP-11 |
basic estate planning, ohio senior health insurance, co-pays, balance billing, open enrollment, medicare advantage, deductibles, part a, part b, part c, part d, part e, part f, part g, part h, part j, medicare, medigap, prescription drugs, reimbursement |
Basic Estate Planning: Miscellaneous Issues |
EP-12 |
basic estate planning, forest easements, grassland easements, historic easements, open-space easements, estate tax savings, conservation easements, agricultural easements, annual exclusion gifts, generation-skipping trusts, limited liability companies |
Basic Estate Planning: Costs Involved in Transferring Property |
EP-2 |
basic estate planning |
Basic Estate Planning: Tax Basis if Property Is Transferred |
EP-3 |
basic estate planning, tax basis if property is transferred, co-ownership of personal property, tenancy by the entirety, joint tenancy with right of survivorship, fee simple, life estate, lifetime exclusion, unified credit, annual giving exclusion, marginal noncorporate tax rates, capital gains, transfer of assets and liquidity, tax rate for collectibles |
Basic Estate Planning: Why Have a Will? |
EP-4 |
basic estate planning |
Basic Estate Planning: Letter of Instruction |
EP-5 |
basic estate planning, executor, heirs, letter of instruction, distribution of assets, living will, power of attorney |
Basic Estate Planning: Life Insurance |
EP-6 |
basic estate planning, contingent owner, contingent beneficiary, survivorship policy, whole life insurance, death benefit, life insurance, insured, dividends, fixed assets, liquid assets, beneficiary, policy owner, dependents |
Basic Estate Planning: Giving |
EP-8 |
basic estate planning, charitable contributions, federal tax-free gift, wills, estate tax, heirs, assets, bequests, capital gain tax |
Basic Estate Planning: Sale of Residence |
EP-9 |
basic estate planning |