Tools & Resources▼
|Title and Description|
| Advantages of Trusts |
Why you might consider discussing trusts with your attorney.
| Common Incapacity Documents |
This tool shows the advantages and disadvantages of various incapacity documents.
| Estate Planning An Introduction |
Estate planning is a process to help you manage and preserve your assets, and to conserve and control their distribution after your death.
| Estate Shrinkage |
This graphic helps you understand what costs can significantly reduce the assets that go to your beneficiaries.
| Facing the Possibility of Incapacity |
Designating one or more individuals to act on your behalf can help ensure that your wishes are carried out if you become incapacitated.
| Federal Transfer Tax Exemption Amounts Under the Tax Act of 2001 |
This chart compares the exemption amount for the Gift Tax, the Estate Tax, and the Generation-Skipping Transfer Tax.
| Gift and Estate Taxes |
You should understand these taxes and when they do and do not apply.
| How a Grantor Retained Income Trust (GRIT) Works |
This graphic explains how this process works for the grantor and the beneficiaries.
| How an Irrevocable Life Insurance Trust (ILIT) Works |
An ILIT is a trust that is funded by a life insurance policy or life insurance proceeds.
| How an Irrevocable Trust Protects Assets |
This graphic explains how this process works for the grantor, the irrevocable trust, and the creditors of the grantor.
| How often do I need to review my estate plan? |
Reviewing your estate plan will not only give you peace of mind, but will also alert you to any other changes that need to be addressed.
| Isn't estate planning only for the rich? |
In a word, no. Estate planning allows anyone to implement certain tools now to ensure that your concerns and goals are fulfilled after you die.
| Steps to Estate Planning Success |
Use this tool as a guide in your estate planning.
| Table of Federal Estate Tax Brackets and Exemption Limits |
This table illustrates the increasing amounts that will be exempt from federal estate taxation.
| Trust Basics |
A trust is a legal entity that holds assets for the benefit of another.
| What makes up my taxable estate? |
Your gross estate for federal estate tax purposes includes: property, life insurance policies, annuities, pensions, and profit-sharing plans.
| Wills The Cornerstone of Your Estate Plan |
There are many tools you can use to achieve your estate planning goals, but a will is probably the most vital.