- published: 13 Jul 2012
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https://turbotax.intuit.com Have you been appointed as trustee of a trust or the administrator of an estate? If so, you may be interested to hear about the tax returns you are responsible for filing. Watch this video to find out more about fiduciary income tax returns. TurboTax Home: https://turbotax.intuit.com TurboTax Support: https://ttlc.intuit.com/ TurboTax Blog: http://blog.turbotax.intuit.com TurboTax Twitter: https://twitter.com/turbotax TurboTax Facebook: https://www.facebook.com/TurboTax TurboTax Pinterest: https://www.pinterest.com/turbotax/ TurboTax Tumblr: http://turbotax.tumblr.com/
With trillions of dollars of wealth being transferred between generations in the years ahead, fiduciary accounting can be a safeguard to help ensure that those assets are transferred as intended. Berdon partner Scott Ditman, CPA/PFS, Chair of Personal Wealth Services, explains how well-prepared fiduciary accountings can serve as a scorecard to track performance, help trustees navigate complex asset transfers, ease tensions within families, reduce litigations, and even identify planning opportunities. If you have questions, speak with your Berdon advisor or contact Scott Ditman at 212.331.7464 or at email@example.com.
Saving for retirement means navigating a potential minefield of high fees and bad advice. Billy Eichner and Kristin Chenoweth share some tips. Connect with Last Week Tonight online... Subscribe to the Last Week Tonight YouTube channel for more almost news as it almost happens: www.youtube.com/user/LastWeekTonight Find Last Week Tonight on Facebook like your mom would: http://Facebook.com/LastWeekTonight Follow us on Twitter for news about jokes and jokes about news: http://Twitter.com/LastWeekTonight Visit our official site for all that other stuff at once: http://www.hbo.com/lastweektonight
https://turbotax.intuit.com Just like your obligation to pay income taxes and file a return, trusts and estates must do so as well. Watch this video to find out more about fiduciary income tax returns. TurboTax Home: https://turbotax.intuit.com TurboTax Support: https://ttlc.intuit.com/ TurboTax Blog: http://blog.turbotax.intuit.com TurboTax Twitter: https://twitter.com/turbotax TurboTax Facebook: https://www.facebook.com/TurboTax TurboTax Pinterest: https://www.pinterest.com/turbotax/ TurboTax Tumblr: http://turbotax.tumblr.com/
Overview: This course is designed for participants to understand the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate, each with filled-in forms. Major Topics: Classifying receipts between “Income” and “Corpus” under the Uniform Principle and Income Act Calculation of DNI utilizing three different methods, a “Forms” method (Schedule B), a “Code” method...
Have you ever wondered what the legal responsibilities are of a real estate professional? In order to keep their license and be able to help people buy & sell property, they need to follow a code of ethics and abide by their 'Fiduciary Duties.' David Olson talks about the specific responsibilites that every agent has in the State of Minnesota.
Are you an Executor, Administrator or Trustee of an Estate? If so, this page is written for you. There are many issues that can and will likely affect you while serving as the Fiduciary of an Estate. At Hanlon Niemann & Wright we are here to help you! After reading through the information on this page, contact me personally so we can discuss your situation in greater detail. I’m easy to talk to genuinely interested in your situation, and will always explain everything to you in easy to understand explanations. https://www.willcontestandprobatelitigationattorney.com/defending-claims-executor-trustee/
Source: https://www.podbean.com/media/share/pb-fz8ha-7dab71 In order to ensure a successful transition of your wealth to those you love, it is important to consider the various responsibilities and relational challenges which may be presented when serving as Trustee or Executor of your estate.
Attorney Gregory E. Robinson, who has 25 years of experience in the estate and business planning world, regularly publishes articles on wealth preservation strategies and conducts estate planning seminars throughout the St. Louis metro area. In this video, he discusses five basic fiduciary duties that trustees of an estate should be aware of. If you'd like to learn more about this topic, or estate planning in general, contact us at (636) 532-9500. The choice of a lawyer is an important decision and should not be based solely upon advertisements.
Trustees under trusts you set up, the executor or personal representative under your will, guardians for your children, health care agents under your medical power of attorney (health care proxy), and financial agents under a durable power of attorney, are all fiduciaries. The most important step in all of your estate planning is picking appropriate fiduciaries. But the decision is more involved then most people understand. With some simple checks and balances (e.g. co-fiduciaries), or creating checks and balances, you can have much greater assurance that your fiduciaries will perform their important rules as you wish. This practical video will help you understand how.
Hi, I’m Dan Collins – a Sacramento, California licensed real estate broker with expertise in real property matters involving Probates and Trusts. I am also a California licensed general contractor and I act as court appointed receiver administrator for the Superior Court. If you have found yourself tasked with being an Executor administering a Probate or a Trustee in an estate, I can help you effectively execute your duties that attorneys do not help you with. To learn more, please visit my website: probate-realtor.biz Today’s subject is about serving as a Trustee or an Administer to an Estate, and the obligation to act as a fiduciary in your role. I read a Zig Ziglar quote this morning that was very appropriate to this subject. Mr. Ziglar stated: “Integrity eliminates guilt, because you...
To get this complete real estate study guide and more real estate exam prep videos at half price for a limited time, visit https://www.udemy.com/realestatelicense/?couponCode=16limitedtime How To Get Into Real Estate And Pass The Real Estate Exam -Learn how to get into real estate and pass the real estate exam! A real estate exam study guide for every state! In this lecture, we talk about the fiduciary duties that agents owe to clients. Visit http://jeffcrowe.realtor for more info. You cannot become a real estate agent without mastering the core concepts of real estate. Truly mastering these concepts will help you pass the real estate exam and make you a better real estate agent. NOTE: This course is applicable in all 50 states. In this course you will gain a deep understanding of the...
Dr William Raabe adds some final thoughts on how to use fiduciary entities (trusts and estates) as part of a broader tax planning initiative. Topics include the entity's tax rate structure and termination date. Also addressed is the use of trusts for the post-mortem care of a decedent's surviving pets.
In this 4-minute funny cartoon video, Gaslowitz Frankel LLC http://www.GaslowitzFrankel.com explains the meaning of the services it provides and how it is valuable to you. Read the full script below: Most of us own things like cars, houses, stock, as well as life insurance or retirement accounts. They are referred to as assets. When we pass away, these assets are known as our estate. Usually, people choose to leave their estate to family and friends. To identify who gets what, they write wills or create trusts. Whoever gets a share of an estate or trust is called a beneficiary. The person appointed to transfer an estate or trust to the beneficiaries is called an executor or a trustee. Meet Nancy Smith and her brothers, John and David. After their mom passed away, Nancy and John helped...
Learn about the 4 key points about the duties real estate agents and brokers owe to their clients! In California, real estate agents and brokers are "fiduciaries" to their clients or the "principals". They have an obligation of undivided service and loyalty AND must act with the highest degree of good faith. They may not obtain any unfair advantage over their clients. Finally, they must make full and complete disclosure of all material facts that might influence their client's decision to enter into a transaction.
LEGACY FS aim to add value to your life by providing you with a range of estate planning, trustee, executor, succession planning and related services. #CorporateVideo #BusinessEssentials #BECorporateVideo http://www.businessessentials.co.za/partner/legacy-fiduciary-estate-planning/
Keeping Vacant Homes Properly Insured in a Probate or Trust Estate. Hi, I’m Dan Collins – a Sacramento, California licensed real estate broker with expertise in real property matters involving Probates and Trusts. I am also a California licensed general contractor and court appointed receiver for the Superior Court. If you have found yourself tasked with being an Executor administering a Probate or a Trustee of a Trust estate, I can help you effectively execute your duties that attorneys do not help you with. To learn more, please visit my website: probate-realtor.biz The title of today’s video is “Nobody’s Home” because our subject is about insuring real property in an estate when the property is vacant. Properly insuring a vacant home or income property is the one of riskiest areas of ...
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