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Estate Planning

Traditional estate planning revolves around the idea of curing the estate tax problem. While addressing estate tax problems are very important, we feel holistic estate planning consists of so much more! From estate equalization to business succession planning, the transfer of wealth should be important to all your clients regardless of their estate size. When it comes to estate planning case design, give our team a call and let us help you close that next sale.

Estate Settlement and Liquidity

Gift Tax Annual Exclusion

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Summary
Flowchart
One-pager

Grantor Retained Annuity Trust

One-pager


Dynasty Trust

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Summary
One-pager

Irrevocable Life Insurance Trust

Full
Summary
Flowchart
One-pager

Special Needs Trust

Full
Summary
Flowchart
Case Study

Crummey Power

Full
Summary
One-pager

 

Private Annuity

Full
Summary
Flowchart
One-pager

Qualified Personal Residence Trust

One-pager

Estate Reduction and Freezing

Depletion of an Estate

Full
Summary
Flowchart

Credit Shelter Trust 

Full
Summary
Flowchart
One-pager
CST-Owned (One-Pager)
Case Study

Avoiding Probate with a Revocable Living Trust

Full
Summary
Flowchart
One-pager
Case Study

Estate Liquidity

Full
Summary

Spouse Limited Access Trust (SLAT)

Full
Summary
Flowchart

Ways to Minimize Transfer Taxes

Full
Summary

Martial Deduction and QTIP Trust

Full
Summary
Flowchart
Case Study