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Basic Estate Planning: Costs Involved in Transferring Property |
EP-2 |
basic estate planning, settlement, costs of dying, nursing home planning, federal, attorney cost, appraisal, probate court, gift tax, calculating cost for couples |
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Basic Estate Planning: Giving |
EP-8 |
basic estate planning, gift tax return, appreciable assets, charitable contributions, federal tax-free gift, wills, estate tax, heirs, assets, bequests, charitable giving, capital gain |
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Basic Estate Planning: Introduction |
EP-1 |
investing liquid assets, basic estate planning, will, estate settlement, costs, estate taxes, federal estate taxes, distribution of assets |
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Basic Estate Planning: Letter of Instruction |
EP-5 |
basic estate planning, executor, heirs, donation of anatomical gifts, letter of instruction, distribution of assets, living will, burial lot arrangements, durable power of attorney |
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Basic Estate Planning: Life Insurance |
EP-6 |
basic estate planning, equalizing inheritances, contingent owner, contingent beneficiary, survivorship policy, whole life insurance, death benefit, life insurance, insured, dividends, fixed assets, liquid assets, beneficiary, policy owner, dependents |
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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 |
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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 |
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Basic Estate Planning: Sale of Residence |
EP-9 |
basic estate planning, principal residence, annuitized payments, outright sale, gain on principal residence, life estate, insurance, reverse mortgage, sell your home, irrevocable living trust |
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Basic Estate Planning: Tax Basis if Property Is Transferred |
EP-3 |
basic estate planning, tax basis, property transfer, 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 |
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Basic Estate Planning: The Nursing Home Dilemma |
EP-10 |
basic estate planning, long-term care insurance, medicaid benefits, income limitation, medicare, nursing home bills, medicaid asset, resource limits, protecting assets |
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Basic Estate Planning: Why Have a Will? |
EP-4 |
living wills, basic estate planning, legal aspects of a will, ohio will law, property ownership, distribution, attorney for health care |
