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QTIP TRUSTS QTIP stands for Qualified Terminable Interest Property. A QTIP trust can address some of the needs of today s blended families. 1 The largest exemption is Delaware at 5. 25M while Iowa currently allows no exemption to its inheritance tax. Http //www. forbes. com/sites/ashleaebeling/2013/06/13/where-not-to-die-in-2013-update/ Northwestern Mutual s Estate Planning in Depth This white paper is not intended as legal or tax advice. TYPES OF TRUSTS Trusts take effect during your...
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How to fill out your estate plan
How to fill out your estate plan
01
Gather all necessary documents such as wills, trusts, and beneficiary designations.
02
Identify your assets and outline how you want them to be distributed.
03
Choose an executor who will handle the administrative aspects of your estate plan.
04
Appoint a guardian for any minor children.
05
Specify your healthcare wishes by creating a healthcare directive or living will.
06
Consider setting up a trust to protect your assets and minimize estate taxes.
07
Consult with an attorney specializing in estate planning to ensure everything is legally binding.
08
Regularly review and update your estate plan as your circumstances change.
Who needs your estate plan?
01
Anyone who wants to have control over the distribution of their assets after their death.
02
Individuals with minor children who need to appoint guardians for them.
03
People who have significant assets and want to minimize estate taxes.
04
Business owners who want to plan for the succession of their business.
05
Individuals with specific healthcare wishes that they want to ensure are followed.
06
Anyone who wants to avoid their assets going through probate.
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What is your estate plan?
My estate plan includes details on how I want my assets to be distributed after I pass away.
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The purpose of my estate plan is to ensure that my assets are distributed according to my wishes after my passing.
What information must be reported on your estate plan?
My estate plan must include details of my assets, beneficiaries, and any specific instructions for distribution.
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