Articles

Estates & Trusts

• What Key Estate Planning Tools Should I Know About?

  Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

• How Can a Living Trust Help Me Control My Estate?

  A living trust can help control the distribution of your estate upon death.

• What Are the Pitfalls of Probate?

  The probate process can be lengthy and complex. There are strategies you can use to help avoid the probate process.

• How Can My Gift Benefit Me and the Charity?

  To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.

• How Can I Control the Distribution of My Estate?

  If you haven't taken steps already, consider planning now for the distribution of the assets of your estate.

• How Will I Pay Estate Taxes?

  If you believe your estate will be subject to estate taxes, consider how your heirs will pay the bill.

• Can I Benefit from an A-B Trust?

  An A-B trust can be an effective way to help reduce estate taxes and preserve family assets for heirs.

• What Gifting Strategies Are Available to Me?

  Compare the advantages and disadvantages of different gifting strategies available for planned giving.

• How Can I Benefit from a Charitable Lead Trust?

  Charitable lead trusts are designed for people who would like to benefit a charity now rather than later.

• How Can I Benefit from a Charitable Remainder Trust?

  A designated income beneficiary could receive payment of a specified amount from a charitable remainder trust.

• How Can I Benefit from a Wealth Replacement Trust?

  A wealth replacement trust could be used to gift appreciated assets to a charity as well as provide for heirs.

• Could My Family Benefit from a Family Limited Partnership?

  One estate planning strategy that families with closely held businesses could consider is the family limited partnership.

• What Is the Best Form of Property Ownership for Me?

  Sole ownership, joint tenancy, tenancy in common, and community property have special benefits for property owners.

• What Is the History of the Federal Estate Tax?

  Careful estate planning is still one of the most important ways to manage and protect your assets for your heirs.