The Estate Planning Center, LLC

Joseph D. Welch,
Attorney at Law

The Estate Planning Center, LLC

1000 Center Street
P.O. Box 710
Hannibal, MO 63401-0710
Tel: (573) 221-0080
Fax: (573) 221-3856

Visit our Web site for additional office locations.

The Estate Planning Center, LLC

Volume Five, Number Three • March 2009

 

Contents

About Us

Resources

Want to learn more about life and estate planning? We have several resources for you to use.

Feedback

We want to hear from you! Send us your questions, comments or suggestions.

The Estate Planning Center, LLC

This publication does not constitute legal, accounting or other professional advice. Although it is intended to be accurate, neither the publisher nor any other party assumes liability for loss or damage due to reliance on this material.

Copyright © 2010 Integrity Marketing Solutions

Ask Yourself 

These Questions Regarding
"Generational Generosity"

I am taking advantage of my Annual Gift Exclusion (and gift splitting, if married) to maximize the transfer of my wealth to my loved ones instead of the IRS.
Yes.
No.

In addition to taking advantage of my Annual Gift Exclusion, I plan to use all or part of my $1 million lifetime gift tax exclusion.
Yes.
No.

I understand that any qualified payments I make directly to an educational institution for tuition and directly to a provider of medical care on behalf of any individual are not subject to gift taxation, regardless of the amount transferred.
Yes.
No.

I am comfortable making outright gifts to my loved ones, even if such gifts may be taken through their divorces, lawsuits, bankruptcies and squandering.
Yes.
No.

Even though I worked hard to earn the money I give to my grandchildren for their college education, I would not care if they used it to purchase depreciating consumer goods, throw lavish parties, and travel like celebrity jet-setters.
Yes.
No.

If you are not satisfied with any of your answers, it may be time to schedule an appointment with your attorney to review your legal planning. If you would like to meet with us, please call the office to schedule an appointment.

 

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Tel: (573) 221-0080 ~ Toll-Free (outside of Hannibal): (866) 566-0088
Web: www.josephdwelch.com ~ Email: jmiller@carywelchhickman.com

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