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Succession Planning

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Learn how trusts and estate planning strategies can help you preserve family wealth, plan for succession, reduce taxes, and build the financial future you envision.

Wealth transfer

Explore Popular Trust and Estate Planning Strategies

  • 8/17/2017

Your goals and dreams inhabit the future; trust and estate planning can help bring that future into sharper focus for you, your family, your business, and your community.

This collection of articles lets you explore a few of your trust and estate planning options so you and your tax and legal advisors can start seeing what the future might look like.

The success you have achieved gives you the opportunity to plan for the next phase in life, and the wide variety, flexibility, and tax efficiency of modern trusts and estate planning vehicles can bring you closer to the lasting legacy you desire.

A Glossary of Estate Planning Terms and Types of Trusts 

Use this listing to educate yourself as you begin discussions with an estate and trust planning professional.


Income, Estate, and Gift Tax Considerations of 529 College Savings Plans 

Planning for college costs often starts when a child is young. If one of your goals is an education fund, look down the road and think about saving taxes.


Advisor Client Reviewing

Updated: Gift and Estate Tax Discounts Not Likely to Shrink After All 

Trump’s administration is expected to rescind or make significant alterations to the proposed IRC 2704 regs on gifting and sales of closely held businesses.


Grandmother with Grandson at Dinner Table

Grantor Trusts: Tax and Estate Planning With GRATs and IDGTs

Grantor trusts take many forms; here we explore the similarities and differences between GRATs and IDGTs, including tax and estate planning implications.


Son Walking with Father Down Path

Special Needs Trusts Can Improve Quality of Life Without Sacrificing Benefits

Trust options can provide income for the elderly or persons with disabilities without jeopardizing Supplemental Security Income or Medicaid.



Like-Kind Exchanges and Delaware Statutory Trusts — Dreams Do Come True

If done properly, using a like-kind exchange could defer all taxable gain on the seller’s property.


Multigenerational Family Barbeque

Connecting Your Estate and Financial Plans

If you’re subject to estate taxes or not, estate planning is an important process and should be investigated by nearly everyone.


Man Notepad Meeting

Using a Trust in Financial Planning: Nonfinancial Questions and Choices to Consider

Learn about issues associated with using a trust to transfer wealth, and get insight into the opportunities for producing particular outcomes.


Senior Coach With Children

Tax-Smart Tips for Handling Your IRA and Estate Plan

Get some pointers on how to minimize taxes and maximize retirement benefits in your estate plan.


Grandfather Grandson Sharing Coin Collection

You’ve Been Asked to Be the Executor for an Estate. Now What?

Being an estate executor or trustee is both an honor and a serious responsibility. Do your homework before you say yes, and seek help if you need it.


Senior Couple reviewing Document N

Credit Shelter Trusts Versus Portability in Estate Planning

Find out the advantages and disadvantages of portability when compared to a credit shelter trust, so you choose the most fitting estate plan for your family’s situation.


Senior Couple Yacht

Make Use of the Gift Tax Exemption With Spousal Access Trusts

A spousal limited access trust might be a way for you to take advantage of the gift tax exemption.


Advisor Client Reviewing

Income Tax Implications of Grantor and Non-Grantor Trusts

You may have set up a grantor trust for income tax purposes, as these types of trusts are incorporated into many effective estate planning strategies. But do you know how the trust’s income will be taxed?