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Estate Planning

Estate Planning 101

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.

Financial Planning


 
 
 
 
 
 
 
 
 
 
 
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