Articles

If you haven't taken steps already, consider planning now for the distribution of the assets of your estate.

An A-B trust can be an effective way to help reduce estate taxes and preserve family assets for heirs.

A living trust can help control the distribution of your estate upon death.

Life insurance can be used to help preserve the value of your estate for your heirs.

To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.

A designated income beneficiary could receive payment of a specified amount from a charitable remainder trust.

Careful estate planning is still one of the most important ways to manage and protect your assets for your heirs.

Charitable lead trusts are designed for people who would like to benefit a charity now rather than later.

A wealth replacement trust could be used to gift appreciated assets to a charity as well as provide for heirs.

Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

Sole ownership, joint tenancy, tenancy in common, and community property have special benefits for property owners.

If you believe your estate will be subject to estate taxes, consider how your heirs will pay the bill.

Compare the advantages and disadvantages of different gifting strategies available for planned giving.

One estate planning strategy that families with closely held businesses could consider is the family limited partnership.

Company-owned life insurance is one way to help protect a business from financial problems caused by the death of a key employee.

As a business owner, a disability can create an economic hardship putting both your personal finances and business at risk.

Couples who want to help protect their legacy from estate taxes could consider last-survivor life insurance.

A business owner policy is an insurance package that assembles the basic coverages required by a business owner in one bundle.

Split-dollar life insurance is an arrangement to purchase and fund life insurance between two parties.

For the grantor, there are a few potential tax benefits that can come with setting up a charitable trust.

Consider a trustee-to-trustee transfer to an IRA versus a lump-sum distribution from a workplace retirement plan.

United States tax law is a constantly changing landscape. The latest major piece of tax legislation is the Tax Cuts and Jobs Act of 2017.

The federal gift tax applies to gifts of property or money while the donor is living.

Everything you own, whatever the form of ownership, is subject to federal, and possibly state, estate taxes.