Northeast Brokerage Inc
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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.

Learn More
estateplanning
  • 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

Special Needs Planning:

  • Special Needs Client Profile
  • Special Needs Fact Finder
  • Special Needs Sales Strategy
  • Special Needs Success Strategy

Protection Planning:

Needs Analysis Fact Finders:

  • Basic Needs Analysis Fact Finder
  • Blended Families Fact Finder
  • Domestic Partners Fact Finder
  • Non-Citizen Spouse Fact Finder
  • Same Sex Fact Finder
  • Single Parent Fact Finder

Contact Us

Northeast Brokerage, Inc.
867 Main Street
Manchester, CT 06040
Phone: 877.897.8118
Fax: 860.432.7951

 

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Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120, 303-797-9080. Northeast Brokerage, Inc. is not affiliated with The Leaders Group, Inc.

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