Explore Popular Trust and Estate Planning Strategies
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.
The more proactive you are in planning for the transfer of wealth, the more likely you are to achieve your goals. Talk to your heirs and get the ball rolling.
Life insurance often gets a bad rap. But when you approach it as a financial and estate planning tool, a whole new array of opportunities unfold.
Use this listing to educate yourself as you begin discussions with an estate and trust planning professional.
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.
Grantor trusts take many forms; here we explore the similarities and differences between GRATs and IDGTs, including tax and estate planning implications.
Trust options can provide income for the elderly or persons with disabilities without jeopardizing Supplemental Security Income or Medicaid.
If done properly, using a like-kind exchange could defer all taxable gain on the seller’s property.
Learn about issues associated with using a trust to transfer wealth, and get insight into the opportunities for producing particular outcomes.
Get some pointers on how to minimize taxes and maximize retirement benefits in your estate plan.
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.
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.
A spousal limited access trust might be a way for you to take advantage of the gift tax exemption.
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?