Reduce your taxable estate by making annual gift tax exclusion gifts.
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Removing a trustee can be difficult. However, there are ways to make it easier without giving too much power to the beneficiaries.
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When planning your estate, pairing a pour-over will with a living trust can act as a backstop for certain wayward assets.
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Do you own assets jointly with your child or other heir? Learn the pitfalls associated with this estate planning strategy.
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Moving to another state could reduce or eliminate state-level estate tax, but certain steps must be taken.
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Your choice of a family member to be your estate’s executor may not be the best option.
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You have a few choices to accommodate your art collection in your estate plan. Learn about three options here.
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Do you want to provide for your spouse after your death but ensure that your children ultimately receive the inheritance you desire? A qualified terminable interest property trust may be the answer.
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Estate tax exemption “portability” can save married couples substantial estate taxes, but only if the necessary election is made.
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If federal estate tax isn’t an issue for your family, you may want to hold on to your life insurance policy for its estate planning opportunities.
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Because of probate’s public nature, avoiding the process to the extent possible is a goal of many estate plans. Here are some strategies.
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To avoid confusion, pain and possible court proceedings among your surviving family members after your death, maintain only one, original will.
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Learn the reasons why you should have an estate plan even if you’re not married and have no children.
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Some assets are easier to address in your estate plan than others. Transferring a significant amount of frequent flyer miles can be tricky (or maybe not even possible).
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Help keep charitable organizations honest by putting restrictions on your gifts.
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With careful planning, a spousal lifetime access trust may offer the best of both worlds: the ability to make the most of the current federal gift and estate tax exemption while retaining some access to your wealth.
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Choosing your child’s guardian can be difficult. These steps can help.
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Have you coordinated your estate plan with your spouse’s?
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When it comes to your estate plan, there’s simply too much risk involved in taking shortcuts. Rather than relying on do-it-yourself solutions, have your documents drafted and executed by a reputable attorney.
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Even though for many families federal estate tax isn’t currently a concern, life insurance may offer several benefits for their estates.
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