Estate Planning
Estate planning includes the process of planning in advance how an individual estate is distributed. A complicated process, the links below offer calculators and concepts you may find helpful in approaching your client’s needs.
- Using Long Term Care Riders in Estate Planning
- Estate Tax Calculator
- Gift Tax Annual Exclusion
- Irrevocable Life Insurance Trust
- Crummey Power
- Private Annuity
- Dynasty Trust
- Ways to Minimize Transfer Taxes
- Bypass or Credit Shelter Trust
- Marital Deduction and QTIP Trust
- Revocable Living Trust
- Avoiding Probate with a Revocable Living Trust
- Turning The Required Minimum Distribution Into A Legacy
Protection Planning:
Needs Analysis Fact Finders: