Our national estate planning law firm website: https://aeplawyers.com/

To request a nocost zoom estate planning design meeting: https://aeplaw.cliogrow.com/intake/71...

00:00 How to Leave Your Estate to Your Spouse
0:33 Four Parts to This Presentation
1:50 Why This Decision is So Important
4:52 A Married Person's Options
6:10 Outright to Spouse
14:31 In Trust For Spouse
16:37 In Trust For Spouse Spouse Gets Lifetime Income
17:47 In Trust Can Spouse Get Distributions of Principal?
20:05 In Trust Who Will Be The Trustee of Spousal Trust?
23:52 Can Be Done Through Will or Living Trust
24:40 Directly To Heirs of First Spouse To Die
29:52 Tax Consequences of Leaving Assets for Spouse
32:36 Outright To Spouse Estate Tax Consequences
33:40 Portability Election
38:20 Outright To Spouse Capital Gains Tax Consequences
44:25 In Trust for Spouse Capital Gains Tax Consequences
47:00 In Trust for Spouse Estate Tax Consequences
51:08 Special Circumstances
51:26 Should You Leave Your Traditional IRA To a Trust?
54:53 Should You Disinherit Your Spouse To Protect from Nursing Home Expenses?
59:45 Summary
1:01:04 Q&A