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this is a real estate question Samantha Spartan's mother, Golde Grizzly, heard how much Samantha liked you as her estate planning attomey, 50 she has

this is a real estate question
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Samantha Spartan's mother, Golde Grizzly, heard how much Samantha liked you as her estate planning attomey, 50 she has come to you for estate planning! Golda is divorced from Samantha s father Gregory At the time of her divorce. Golda, who is now 57 , recelved a very nice settement from Gregory and she is a goo investor. Golda has substantial assets and she received a portion of Gregory s former 401(k) plan through aqualfied domestic relations order which she rolled over into her IR A A someone who has devoted a lot of time to volunteering. she would like to leave a substantial portion of her estate to charity, figuring that Gregory wal take care of their children Samantha and Gilian, for the most part. She would also like to leave some money to hor five grandchidren who range in agefrom 3 to i4, Golda's assots are as followi Which assets should Golda leave to her chartiy Love People inc? Should they be loft directly to the charity or in truse? Should the Rotn iRA be left to her grandchideen? Would We have to set up trusts for the grandchildren? How much can she transfer to her grandchlidien wehout hincurring a git tax fing?? Address Golda's charnable intent and bequeaths to the grandchildren across all her assets Speak to the tax implications of inhorited iRAs versus inheriled taxable assets vestor Golda has fubstankanthas father Gregory At the time of her divorce, Golda, who is now 67 , received a very nice settlement from Gregory and she is a go ameone who has devotansal assets and she received a portion of Gregorys former 401(k) plan through aqualified domestic relations order which she rolled over into her IRA arnantha and Gillan, for the most part. She would also whike to leave sorne money to hor fire grandchildren who range in age from 3 fo fogory Gaild fake care of their childre assets are as follows Which assets should Goide leave io hor charty. Love People Inc.? Should they be lett drectly to the chanty or in trust? Sbould the Roth IRA be lett to her grandehildren? Would wo have to set up trusts for the grandchlidren? How much can she transfer to her grandchilden without incuiring a giff fax filing? Address Golda's charitable intent and becueashs to the grandghldren acress at her asents: Solda is divorced from Samanthas father Gregory. At the time of her divorce, Golda, who is now 67 , received a very nice settlement from Gregofy and she is a go ostor. Golda has substansal assets and she received a portion of Gregory s former 401(k) plan through aqualifiod domestic relations order which she roled over into her IRA iamantha and Gis devoted a lot of time to volunteering. she would like to leave a substantial portion of her estate to chartity, flusing that Gregory will fake care of their childre iamantha and Gillan, for the most part She would also like to leave some money to her fire grandchiddren who range in age from 3 fo fu Golda's assets are as follows Which assets should Golds leave io her chartyy, Love Poople lnc.? Should they be Let drectly to the chanity or in trust? Should the Roth lRA be left to her grandchildren? Woald We have to set up trusts foe the grandchildren? How much can she transfer to her grandchildron withost incurting a gift tax filing? Samantha Spartan's mother, Golde Grizzly, heard how much Samantha liked you as her estate planning attomey, 50 she has come to you for estate planning! Golda is divorced from Samantha s father Gregory At the time of her divorce. Golda, who is now 57 , recelved a very nice settement from Gregory and she is a goo investor. Golda has substantial assets and she received a portion of Gregory s former 401(k) plan through aqualfied domestic relations order which she rolled over into her IR A A someone who has devoted a lot of time to volunteering. she would like to leave a substantial portion of her estate to charity, figuring that Gregory wal take care of their children Samantha and Gilian, for the most part. She would also like to leave some money to hor five grandchidren who range in agefrom 3 to i4, Golda's assots are as followi Which assets should Golda leave to her chartiy Love People inc? Should they be loft directly to the charity or in truse? Should the Rotn iRA be left to her grandchideen? Would We have to set up trusts for the grandchildren? How much can she transfer to her grandchlidien wehout hincurring a git tax fing?? Address Golda's charnable intent and bequeaths to the grandchildren across all her assets Speak to the tax implications of inhorited iRAs versus inheriled taxable assets vestor Golda has fubstankanthas father Gregory At the time of her divorce, Golda, who is now 67 , received a very nice settlement from Gregory and she is a go ameone who has devotansal assets and she received a portion of Gregorys former 401(k) plan through aqualified domestic relations order which she rolled over into her IRA arnantha and Gillan, for the most part. She would also whike to leave sorne money to hor fire grandchildren who range in age from 3 fo fogory Gaild fake care of their childre assets are as follows Which assets should Goide leave io hor charty. Love People Inc.? Should they be lett drectly to the chanty or in trust? Sbould the Roth IRA be lett to her grandehildren? Would wo have to set up trusts for the grandchlidren? How much can she transfer to her grandchilden without incuiring a giff fax filing? Address Golda's charitable intent and becueashs to the grandghldren acress at her asents: Solda is divorced from Samanthas father Gregory. At the time of her divorce, Golda, who is now 67 , received a very nice settlement from Gregofy and she is a go ostor. Golda has substansal assets and she received a portion of Gregory s former 401(k) plan through aqualifiod domestic relations order which she roled over into her IRA iamantha and Gis devoted a lot of time to volunteering. she would like to leave a substantial portion of her estate to chartity, flusing that Gregory will fake care of their childre iamantha and Gillan, for the most part She would also like to leave some money to her fire grandchiddren who range in age from 3 fo fu Golda's assets are as follows Which assets should Golds leave io her chartyy, Love Poople lnc.? Should they be Let drectly to the chanity or in trust? Should the Roth lRA be left to her grandchildren? Woald We have to set up trusts foe the grandchildren? How much can she transfer to her grandchildron withost incurting a gift tax filing

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