EFTA02683426.pdf PDF
…leave to my mother a monthly income, net of taxes and estate taxes, of 10.000 euros for her lifetime. If my own inheritance would not allow to do so, I ask my executors to ensure that my husband, or…
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EFTA02726074.pdf PDF
…and (b) the federal and state estate, inheritance, succession, generation skipping and similar taxes imposed by reason of my death which are the obligations of my Trustee (including any of such taxes which the Personal Representative of my probate estate…
EFTA02673286.pdf PDF
…the Heritage Trust. • BFP interests are discounted 30% to reflect =he reality of the Note substitution. This deflates the value of =eon's estate (good for estate tax but the children's inheritance =ppears smaller). As Leon monetizes AGM shares…
EFTA02532268.pdf PDF
…bei=g distributed to family. The other half was being used to pay taxes and management fees on the entire estate, including your inheritance and the Marital Trust. Withdrawals beyond the limit are subject to exorbi=ant taxes. Hence when I withdrew…
EFTA02654100.pdf PDF
…are needed, no lawyers or intrusive i=quiries into finances. Furthermore, you can be assured that after I die most of =he trust will be added to your inheritance. Now that the radical dep=etion of my IRA has been overcome, and…
EFTA02720049.pdf PDF
…interests are discounted 30% to reflect the reality of the Note substitution. This deflates the value of Leon's estate (good for estate tax but the children's inheritance appears smaller). As Leon monetizes AGM shares, the discounts will "disappear"…
EFTA02652328.pdf PDF
…adult children, in their fifties and s=xties, cannot accept the situation that Noam remarried and all they can th=nk about is about their inheritance -- as if they already don't have e=ough --, and disregarding their father's well being, health…
EFTA02643618.pdf PDF
…needed, no lawyers or intrusive inquiries into finances.=/div> Furth=rmore, you can be assured that after I die most of the trust will be added=to your inheritance. Now that the radical depletion of my IRA has be=n overcome, and…
EFTA02652046.pdf PDF
…on any other occasion when I arranged for funds to go to you, eith=r as an ample inheritance or for regular expenses. Your le=ter now makes your reasoning very clear. Your proposal is that you s=ould remain in total control…
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