Comments on: Don’t Accidently Forgo Your Charitable Intent at Death http://www.myjourneytomillions.com/articles/accidently-forgo-charitable-intent-death/ Elite Personal Finance and Estate Planning Information for Everyone Thu, 11 Mar 2010 18:06:11 +0000 hourly 1 By: Evan@MyJourneytoMillions http://www.myjourneytomillions.com/articles/accidently-forgo-charitable-intent-death/comment-page-1/#comment-5817 Evan@MyJourneytoMillions Wed, 11 Nov 2009 13:10:14 +0000 http://www.myjourneytomillions.com/?p=1457#comment-5817 Wow, you are 100% correct I'll be updating that tonight, especially since I turned 28 yesterday. Wow, you are 100% correct I'll be updating that tonight, especially since I turned 28 yesterday.

]]> By: Financial Samurai http://www.myjourneytomillions.com/articles/accidently-forgo-charitable-intent-death/comment-page-1/#comment-5813 Financial Samurai Tue, 10 Nov 2009 22:43:00 +0000 http://www.myjourneytomillions.com/?p=1457#comment-5813 Haha, I did read your About page actually, and it wasn't clear to me you are a Trust and Estate Attorney. The closest thing I got is that you are licensed to practice in NYC, but that doesn't mean you do. I thought 65% of law school grads go on to do other things? Is there another about page that I'm missing? :)

“I am a 27 year old happily married guy, who lives with his wife and dog on Long Island. As long as I can remember I have had an interest in economics, taxes, politics and personal finance.

I graduated from college with a B.S. in economics and went directly to law school where I earned my J.D. I passed the New York Bar Exam, and am currently admitted to practice in the State of New York. I am also licensed to sell accidental, life, and health insurance in NY State.

I started this blog to share my experiences, catalog my research, and track my journey from being a broke law school graduate to a multimillionaire (hopefully lol).”

]]> By: Evan@MyJourneytoMillions http://www.myjourneytomillions.com/articles/accidently-forgo-charitable-intent-death/comment-page-1/#comment-5812 Evan@MyJourneytoMillions Tue, 10 Nov 2009 19:55:39 +0000 http://www.myjourneytomillions.com/?p=1457#comment-5812 FS, <br><br>First of all you don't need to gift to get below the amount...you can do some advanced Will planning to get it up to around 7 million between you and your spouse (go check out some of my other posts under estate planning). <br><br>Second I am hurt that you never read my about page! I am a Trust and Estate Attorney for a Financial Planning firm. Actually to answer your comment I just stopped reading an irrevocable trust set up for medicaid purposes (BORING) FS,

First of all you don't need to gift to get below the amount…you can do some advanced Will planning to get it up to around 7 million between you and your spouse (go check out some of my other posts under estate planning).

Second I am hurt that you never read my about page! I am a Trust and Estate Attorney for a Financial Planning firm. Actually to answer your comment I just stopped reading an irrevocable trust set up for medicaid purposes (BORING)

]]> By: Financial Samurai http://www.myjourneytomillions.com/articles/accidently-forgo-charitable-intent-death/comment-page-1/#comment-5811 Financial Samurai Tue, 10 Nov 2009 19:49:07 +0000 http://www.myjourneytomillions.com/?p=1457#comment-5811 Hi Evan - Thnx for the explanation. Makes sense. I figure, I'm not going to have more than $3.5 million to gift anyway.... b/c if I end up with $5 mil, I'm going to spend $1.5 mil to get me below that tax rate!<br><br>How do you know so much about wills btw?<br><br>FS Hi Evan – Thnx for the explanation. Makes sense. I figure, I'm not going to have more than $3.5 million to gift anyway…. b/c if I end up with $5 mil, I'm going to spend $1.5 mil to get me below that tax rate!

How do you know so much about wills btw?

FS

]]> By: Evan@MyJourneytoMillions http://www.myjourneytomillions.com/articles/accidently-forgo-charitable-intent-death/comment-page-1/#comment-5810 Evan@MyJourneytoMillions Tue, 10 Nov 2009 17:46:47 +0000 http://www.myjourneytomillions.com/?p=1457#comment-5810 I think I answered it the issue. Its a complicated issue for a comment section. If you have an interest I'd be happy to review your will if you<br>want to redact names on it - see if it is what you think it is? May be an<br>interesting exercise for both our blogs. <br><br>Evan<br>On Tue, 10 Nov 2009 17:34:53 -0000, "Disqus" I think I answered it the issue. Its a complicated issue for a comment section. If you have an interest I'd be happy to review your will if you
want to redact names on it – see if it is what you think it is? May be an
interesting exercise for both our blogs.

Evan
On Tue, 10 Nov 2009 17:34:53 -0000, “Disqus”

]]> By: Financial Samurai http://www.myjourneytomillions.com/articles/accidently-forgo-charitable-intent-death/comment-page-1/#comment-5809 Financial Samurai Tue, 10 Nov 2009 16:34:53 +0000 http://www.myjourneytomillions.com/?p=1457#comment-5809 Evan - Nice... a will map, or org chart is a good idea. I'll talk to the wife about this. So many law speed bumps, this is good to know.<br><br>I respond to your other comment btw. I'm unclear on the $1mil gift rule, if you can help us out. thnx. Evan – Nice… a will map, or org chart is a good idea. I'll talk to the wife about this. So many law speed bumps, this is good to know.

I respond to your other comment btw. I'm unclear on the $1mil gift rule, if you can help us out. thnx.

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