KEA – Kugler Estate Analyzer™

KEA – Kugler Estate Analyzer™Kathleen Reynolds2021-01-27T23:58:44+00:00

Viewing 32 topics - 1 through 20 (of 63 total)

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- Family Legacy Using Life Insurance
  Started by: Kathleen Reynolds
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- 1
- 4 months, 1 week ago
  Kathleen Reynolds
- Annual Exclusion Gifts
  Started by: Kathleen Reynolds
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- 1
- 4 months, 1 week ago
  Kathleen Reynolds
- Outright Gift
  Started by: Kathleen Reynolds
- 0
- 1
- 4 months, 1 week ago
  Kathleen Reynolds
- Testamentary Charitable Gift
  Started by: Kathleen Reynolds
- 0
- 1
- 4 months, 1 week ago
  Kathleen Reynolds
- Special Use Valuation
  Started by: Kathleen Reynolds
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- 1
- 4 months, 1 week ago
  Kathleen Reynolds
- Spousal Lifetime Access Trust (SLAT)
  Started by: Kathleen Reynolds
- 0
- 1
- 4 months, 1 week ago
  Kathleen Reynolds
- Family Limited Partnership (FLP)
  Started by: Kathleen Reynolds
- 0
- 1
- 4 months, 1 week ago
  Kathleen Reynolds
- Sale to Grantor Trust
  Started by: Kathleen Reynolds
- 0
- 1
- 4 months, 1 week ago
  Kathleen Reynolds
- CRUT as an IRA Beneficiary
  Started by: Kathleen Reynolds
- 0
- 1
- 4 months, 1 week ago
  Kathleen Reynolds
- Charitable Remainer Unitrust (CRUT)
  Started by: Kathleen Reynolds
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- 1
- 4 months, 1 week ago
  Kathleen Reynolds
- Charitable Lead Annuity Trust (CLAT)
  Started by: Kathleen Reynolds
- 0
- 1
- 4 months, 1 week ago
  Kathleen Reynolds
- Charitable Remainder Annuity Trust (CRAT)
  Started by: Kathleen Reynolds
- 0
- 1
- 4 months, 1 week ago
  Kathleen Reynolds
- Rolling GRAT
  Started by: Kathleen Reynolds
- 0
- 1
- 4 months, 1 week ago
  Kathleen Reynolds
- Grantor Retained Annuity Trust (GRAT)
  Started by: Kathleen Reynolds
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- 1
- 4 months, 1 week ago
  Kathleen Reynolds
- Qualified Personal Residence Trust (QPRT)
  Started by: Kathleen Reynolds
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- 1
- 4 months, 1 week ago
  Kathleen Reynolds
- Income to Spouse
  Started by: Kathleen Reynolds
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- 1
- 4 months, 1 week ago
  Kathleen Reynolds
- GST Trust
  Started by: Kathleen Reynolds
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- 1
- 4 months, 1 week ago
  Kathleen Reynolds
- Marital QTIP Trust
  Started by: Kathleen Reynolds
- 0
- 1
- 4 months, 1 week ago
  Kathleen Reynolds
- Funding Estate Tax Costs
  Started by: Kathleen Reynolds
- 0
- 1
- 4 months, 1 week ago
  Kathleen Reynolds
- Gift Existing Life Insurance
  Started by: Kathleen Reynolds
- 0
- 1
- 4 months, 1 week ago
  Kathleen Reynolds
- Credit Shelter Trust (CST)
  Started by: Kathleen Reynolds
- 0
- 1
- 4 months, 1 week ago
  Kathleen Reynolds
- Available Techniques
  Started by: Kathleen Reynolds
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- 1
- 4 months, 1 week ago
  Kathleen Reynolds
- Techniques
  Started by: Kathleen Reynolds
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- 1
- 4 months, 1 week ago
  Kathleen Reynolds
- Asset and Liabilities
  Started by: Kathleen Reynolds
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- 1
- 4 months, 1 week ago
  Kathleen Reynolds
- Client Information
  Started by: Kathleen Reynolds
- 0
- 1
- 4 months, 1 week ago
  Kathleen Reynolds
- Welcome to Kugler Estate Analyzer
  Started by: Kathleen Reynolds
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- 1
- 4 months, 2 weeks ago
  Kathleen Reynolds
- Printing
  Started by: Kathleen Reynolds
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- 1
- 4 months, 1 week ago
  Kathleen Reynolds
- Follow Up Items
  Started by: Kathleen Reynolds
- 0
- 1
- 4 months, 1 week ago
  Kathleen Reynolds
- Advisor Information
  Started by: Kathleen Reynolds
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- 1
- 4 months, 1 week ago
  Kathleen Reynolds
- Report Options
  Started by: Kathleen Reynolds
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- 1
- 4 months, 1 week ago
  Kathleen Reynolds
- Funding Life Insurance Premiums via QPRT, GRAT or CLAT
  Started by: Kathleen Reynolds
- 0
- 1
- 4 months, 1 week ago
  Kathleen Reynolds
- Selecting Assets to Fund Techniques
  Started by: Kathleen Reynolds
- 0
- 1
- 4 months, 1 week ago
  Kathleen Reynolds

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