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Monthly Archives: June 2009

Common ways to reduce Estate Taxes

Monday, June 22, 2009

Question: My parents have considerable assets. What can they do now to reduce the potential estate taxes?
Many clients may be near or over the estate tax exemption and owe federal estate taxes upon their death (see my post on ways to avoid state taxes to see federal estate tax rates).  Furthermore, individuals must also face [...]

Filed in Elder Law, Estate Planning, Estate Taxes, Uncategorized | Tagged , , , , , | Comments (0)

Good News for Estate Planning

Thursday, June 18, 2009

Declining interest rates may not be good for potential buyers of bank Certificates of Deposit, but they are good news for various estate planning strategies.
I will address a few areas and techniques where low interest rates can have a very positive impact on the estate planning process:

Qualified Personal Residence Trust (QPRT) - A QPRT is [...]

Filed in Estate Planning, Trusts, Uncategorized, Wills | Tagged , , , , , , | Comments (0)

How a Living Trust protects the Grantor in the event of incapacity

Thursday, June 11, 2009

Revocable Living Trusts have become popular for probate avoidance and maintaining private information about assets and loved ones.  In addition to these two very important features, many people may not fully understand the living trusts protective power in the event the grantor, the one who establishes the trust, becomes unwilling or unable to manage the [...]

Filed in Elder Law, Estate Planning, Inheritance, Probate, Trusts, Wills | Tagged , , , , , , , | Comments (0)