Trustee & Estate Settlement

Estate plans are great, but who will carry out your plan?

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Interesting Note:

29 April, 2010 (10:56) | Estate Taxes | By: John

*The largest occupational groups to pay federal estate taxes for the period 2004 – 2006 are:

  • First, CEOs,
  • Second, Healthcare workers
  • Third, teachers.  

 Bet you would not have guessed teachers! The group includes teachers, librarians and curators. Real estate (excluding personal residence) is noted as a primary reason contributing to estate tax liability.

 *Source: Journal of Financial Planning, April 2010, Betting the Farm: Estate Planning for Middle-Income Clients by Shelley A. Lee

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