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Understanding Estate Taxes FAQs

How To Reduce Or Eliminate Your Estate Cost What are estate taxes? Who has to pay estate taxes? How is the net value of my estate determined? How can I reduce or eliminate my estate taxes? Use Both Exemptions Remove Assets From Your Estate Tax-Free Gifts Irrevocable Life Insurance Trust (ILIT) Qualified Personal Residence Trust […]

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Glossary of Terms

How to Secure a Lifetime Income, Save Taxes & Benefit a Charity What does a life insurance trust do? What are estate taxes? Who has to pay estate taxes? What makes up my net estate? How does an insurance trust reduce estate taxes?

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Understanding Life Insurance Trusts FAQs

How to Secure a Lifetime Income, Save Taxes & Benefit a Charity What does a life insurance trust do? What are estate taxes? Who has to pay estate taxes? What makes up my net estate? How does an insurance trust reduce estate taxes?

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Understanding Living Trusts FAQs

Overview What is a trust? How does a living trust work? Who are the people involved with a living trust? What do I need to know now? What responsibilities will I have as a trustee? Do I have to do all of this myself? How will I know if the grantor is incapacitated?

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Understanding Corporate Trustees FAQs

How to Turn a Modest Tax-Deferred Account Into Millions For Your Family What is a corporate trustee? 7 Reasons To Use A Corporate Trustee When would I use a corporate trustee? As Trustee As Co-Trustee As Investment Agent HAs Successor Trustee Couldn’t I name a relative or friend instead?

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