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Keyword: financialplanners

Estate Planning Strategies

12/23/2006 9:10:47 PM PST · by gov_bean_ counter · 62 replies · 1,782+ views
Self | 12/23/2006 | gov_bean_ counter

What would be the best estate strategy for an 80 year old widow with assets valued at approaching 3 million. All assets are in her name and nothing has been sheltered. Almost two million of that is in property that has been held for longer than 30 years. One is a rental building the other is a beachhouse. It is a good bet she will outlive the sunset of the existing laws. The individual is in good health, managing glaucoma, high blood pressure and high cholesterol with medication. History of diabeties in the family. Is gradual reduction of the value...

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