Estate Planning

Estate Planning: Estate and Gift Taxation

Unified Federal Estate and Gift Taxation

Paying the Estate Tax Bill

The Marital Deduction

Misconceptions about the Unlimited Marital Deduction

Special Use Valuation

State Death Taxes

State Death Tax Credit

Calculating the Federal Gift Tax

Tax Advantages of Lifetime Gifts

Generation-Skipping Transfer Tax 


Estate Planning: Wills and Trusts

The Estate Probate Process

Do I Need a Will?

Wills and Trusts

Special Needs Planning: Wills and Guardian

Living Will

Durable Power of Attorney

Marital Deduction Planning:

What Is the Marital Deduction?

Marital Deduction and Federal Estate Tax

Marital Deduction Planning

Credit Trust

Marital Trust

Qualified Domestic Trust

Irrevocable Life Insurance Trust: Ask Yourself

Irrevocable Life Insurance Trusts

Funding an Irrevocable Life Insurance Trust

Irrevocable Life Insurance Trust Taxation

Irrevocable Life Insurance Trust Uses

Charitable Trusts

Charitable Remainder Trust

Charitable Lead Trust

Charitable Trust Comparison

Wealth Replacement Trust

Special Needs Planning: Special Needs Trust
 
 
Estate Planning: Special Needs Planning

Special Needs Planning: First Steps

Special Needs Planning: Future Needs

Special Needs Planning: Legal Planning

Special Needs Planning: Wills and Guardians

Special Needs Planning: Letter of Intent

Special Needs Planning: Special Needs Trust

Special Needs Planning: Medical Planning

Special Needs Planning: Financial Planning

Special Needs Planning: Education Planning