{"id":6834,"date":"2020-04-21T09:35:38","date_gmt":"2020-04-21T14:35:38","guid":{"rendered":"https:\/\/yourlifeafterwork.com\/?page_id=6834"},"modified":"2020-04-21T09:49:33","modified_gmt":"2020-04-21T14:49:33","slug":"legacy-planning","status":"publish","type":"page","link":"https:\/\/yourlifeafterwork.com\/legacy-planning\/","title":{"rendered":"Legacy Planning"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"6834\" class=\"elementor elementor-6834\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-e79d92a elementor-section-full_width elementor-reverse-mobile elementor-section-height-default elementor-section-height-default\" data-id=\"e79d92a\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-wider\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-7c576c8\" data-id=\"7c576c8\" data-element_type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-9253693 elementor-widget elementor-widget-heading\" data-id=\"9253693\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.17.0 - 01-11-2023 *\/\n.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px}<\/style><h1 class=\"elementor-heading-title elementor-size-default\">Legacy Planning Checklist<\/h1>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a979678 elementor-widget elementor-widget-text-editor\" data-id=\"a979678\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.17.0 - 01-11-2023 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\t<p class=\"direction-ltr align-start para-style-body\"><em>You have worked hard not only to build wealth but also to build memories. The families we work with want to make sure their assets are properly respected while they are being used for their own needs as well as their financial heirs.<\/em><\/p><p>\u00a0<\/p><p class=\"direction-ltr align-start para-style-body\"><em>Financial Enhancement Group works diligently to make sure assets are properly titled, properly owned, and prepared for simplicity of transfer when the time is right.<\/em><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-64036db elementor-widget elementor-widget-heading\" data-id=\"64036db\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">I. In a perfect world what would you want your legacy to look like?<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e06b501 elementor-widget elementor-widget-text-editor\" data-id=\"e06b501\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ol><li>Assets (Everything you own or have rights to)<\/li><li>Real Property<\/li><li>Anticipated inheritances<\/li><li>Special circumstances (handicapped children, marital issues, etc.)<\/li><li>Included updated list of assets<\/li><li>Letter of instructions<ol><li>Advisors to call<\/li><li>Passwords for electronics<\/li><li>Special gifting instructions<\/li><li>Burial instructions<\/li><\/ol><\/li><\/ol>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-10d0614 elementor-widget elementor-widget-heading\" data-id=\"10d0614\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">II. Trustees<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-76d2d71 elementor-widget elementor-widget-text-editor\" data-id=\"76d2d71\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>A. I prefer humans, not banks, and in odd numbers so there is never a\u00a0stalemate requiring a court action to break the argument.<\/p><p>\u00a0<\/p><p>B. In my opinion they should never be people who are recipients of\u00a0the assets when you are gone. Conflicted interest by definition.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-3cb86b4\" data-id=\"3cb86b4\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2612299 elementor-widget elementor-widget-image\" data-id=\"2612299\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.17.0 - 01-11-2023 *\/\n.elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=\".svg\"]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block}<\/style>\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" loading=\"lazy\" width=\"1000\" height=\"2000\" src=\"https:\/\/yourlifeafterwork.com\/wp-content\/uploads\/2019\/05\/Key-Terms-Legacy-Planning-5.jpg\" class=\"attachment-full size-full wp-image-4449\" alt=\"\" srcset=\"https:\/\/yourlifeafterwork.com\/wp-content\/uploads\/2019\/05\/Key-Terms-Legacy-Planning-5.jpg 1000w, https:\/\/yourlifeafterwork.com\/wp-content\/uploads\/2019\/05\/Key-Terms-Legacy-Planning-5-150x300.jpg 150w, https:\/\/yourlifeafterwork.com\/wp-content\/uploads\/2019\/05\/Key-Terms-Legacy-Planning-5-512x1024.jpg 512w, https:\/\/yourlifeafterwork.com\/wp-content\/uploads\/2019\/05\/Key-Terms-Legacy-Planning-5-768x1536.jpg 768w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-ef715da elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"ef715da\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-wider\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-c702cd8\" data-id=\"c702cd8\" data-element_type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-a7d1822 elementor-widget elementor-widget-heading\" data-id=\"a7d1822\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">III. Trust Protector<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-eddc817 elementor-widget elementor-widget-text-editor\" data-id=\"eddc817\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>A. Decanting Possibilities: recent addition to Indiana code but allows for the\u00a0trust to be changed (not beneficiaries) for updating with changing tax codes.<\/p><p>\u00a0<\/p><p>B. This can be the trustee or it can be the trust protector.<\/p><p>\u00a0<\/p><p>C. If I am the trust protector it is me individually not the firm. I have the right\u00a0to hire and fire corporate trustees if they ever need to be used and the ability\u00a0to take the trust for updating when necessary and allowed.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d4d4ebc elementor-widget elementor-widget-heading\" data-id=\"d4d4ebc\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">IV. Funding the trust (what goes in and what does not)\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f261d72 elementor-widget elementor-widget-text-editor\" data-id=\"f261d72\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Transferring deeds, titles, business ownership interests and beneficiary docs\u00a0to the trust (Typically not retirement assets)<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-391bcb1 elementor-widget elementor-widget-heading\" data-id=\"391bcb1\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">V. IRA\u2019s and 401k\u2019s (Retirement Plans)<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fc3ae54 elementor-widget elementor-widget-text-editor\" data-id=\"fc3ae54\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"wpb_text_column wpb_content_element  vc_custom_1558380965411\"><div class=\"wpb_wrapper\"><p>A. These assets need to go to a living breathing person in order to delay the\u00a0taxation through a process called \u201cthe stretch.\u201d This allows your heirs to take\u00a0money out over their life expectancy.<\/p><p>\u00a0<\/p><p>B. When this amount is larger than what you would like to leave to a beneficiary without restriction we can create a specialized trust.<\/p><\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-165b64f elementor-widget elementor-widget-heading\" data-id=\"165b64f\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">VI. Distributions to other beneficiaries<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3f81c2c elementor-widget elementor-widget-text-editor\" data-id=\"3f81c2c\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>A. I prefer that they need to be 30 to get any and then 1\/3rd upon the last living \u00a0beneficiary\u2019s demise. Five years later another 1\/3 and five years later they have\u00a0control of the rest. They can chose to leave it in the trust but they have the\u00a0control to do whatever they chose.<\/p><p>\u00a0<\/p><p>B. This gives the heirs three chances to mess up<\/p><p>\u00a0<\/p><p>C. This helps protect the other two disbursements from becoming marital\u00a0property (There is no guarantee here as it depends on the judge and council\u00a0BUT you have a much better chance of maintaining the asset in the family in the\u00a0event of a divorce.)<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6f1296c elementor-widget elementor-widget-heading\" data-id=\"6f1296c\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">VII. Distributions to spouse<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-963ebc1 elementor-widget elementor-widget-text-editor\" data-id=\"963ebc1\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>A. If they don\u2019t get complete control over the trust at the other spouses\u00a0demise, then some of the assets can go to a family trust. The surviving<\/p><p>spouse gets all the income every year or 5% of the principal if that is more\u00a0than the income.<\/p><p>\u00a0<\/p><p>B. In my trust Barb maintains some in her trust but I also use a family trust to protect assets so that some get to my daughters.<\/p><p>\u00a0<\/p><p>C. There is no longer need for two trust for estate tax purposes. The\u00a0Portability allowance protects states above $10.5 million at this point and\u00a0increasing with inflation. I use the two trust scenario for other reasons.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4d0f319 elementor-widget elementor-widget-heading\" data-id=\"4d0f319\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">VIII. Other necessary Docs<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-75f1732 elementor-widget elementor-widget-text-editor\" data-id=\"75f1732\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"wpb_text_column wpb_content_element  vc_custom_1558380719838\"><div class=\"wpb_wrapper\"><p>A. Pour over will<\/p><p>B. Healthcare Representative<\/p><p>C. Advanced healthcare directive<\/p><p>D. Financial Power of Attorney<\/p><p>E. HIPPA release form<\/p><\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f433476 elementor-widget elementor-widget-wp-widget-custom_html\" data-id=\"f433476\" data-element_type=\"widget\" data-widget_type=\"wp-widget-custom_html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div class=\"textwidget custom-html-widget\"><!-- Begin Constant Contact Active Forms -->\r\n var _ctct_m = \"d06240daed4b9c423a78495f6d4b003e\"; \r\n\r\n<!-- End Constant Contact Active Forms -->\r\n\r\n<!-- Begin Constant Contact Inline Form Code -->\r\n<div class=\"ctct-inline-form\" data-form-id=\"319878bf-63f4-4db1-a908-3a0cd36f9408\"><\/div>\r\n<!-- End Constant Contact Inline Form Code -->\r\n\r\n<\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Legacy Planning Checklist You have worked hard not only to build wealth but also to build memories. The families we work with want to make sure their assets are properly respected while they are being used for their own needs as well as their financial heirs. \u00a0 Financial Enhancement Group works diligently to make sure [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":123,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_mo_disable_npp":"","footnotes":""},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Legacy Planning - The Financial Enhancement Group<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/yourlifeafterwork.com\/legacy-planning\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Legacy Planning - The Financial Enhancement Group\" \/>\n<meta property=\"og:description\" content=\"Legacy Planning Checklist You have worked hard not only to build wealth but also to build memories. 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