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How Can I Benefit from a Charitable Lead Trust?

November 15, 2011 · · Articles, Estates & Trusts · Comments Off on How Can I Benefit from a Charitable Lead Trust?

Charitable lead trusts are designed for people who would like to benefit a charity now rather than later. You may have heard about some charitable trust strategies before but decided against them because you wanted to make an immediate gift to charity. With a charitable lead trust, your gift can have an immediate impact, and.

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What Gifting Strategies Are Available to Me?

November 15, 2011 · · Articles, Estates & Trusts · Comments Off on What Gifting Strategies Are Available to Me?

There are a number of different gifting strategies available for planned giving. Each has its advantages and disadvantages. Instead of making an outright gift, you could choose to use a charitable lead trust. With a charitable lead trust, your gift is placed in a trust. The recipient of the gift draws the income from this.

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Can I Benefit from an A-B Trust?

November 15, 2011 · · Articles, Estates & Trusts · Comments Off on Can I Benefit from an A-B Trust?

Married couples have several ways to potentially avoid any estate tax liability when they leave assets to each other. Because of the unlimited marital deduction, no estate taxes are due when one spouse dies and leaves his or her assets to the survivor (as long as the surviving spouse is a U.S. citizen). However, this.

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How Will I Pay Estate Taxes?

November 15, 2011 · · Articles, Estates & Trusts · Comments Off on How Will I Pay Estate Taxes?

Estate taxes. It’s not enough to simply know they exist, and to know strategies to minimize them. When it comes down to it, you need to plan how you and your family will eventually pay them. The Estate Tax Dilemma Estate taxes are generally due nine months after the date of death. And they are.

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How Can I Control the Distribution of My Estate?

November 15, 2011 · · Articles, Estates & Trusts · Comments Off on How Can I Control the Distribution of My Estate?

There are a number of ways your estate can be distributed to your heirs after your death. Each allows a different degree of control over distribution, and each poses different challenges and opportunities. If you haven’t taken steps already, it’s important to consider planning now for the distribution of your assets. Intestacy If you die.

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How Can My Charity and I Both Benefit from My Gift?

November 15, 2011 · · Articles, Estates & Trusts · Comments Off on How Can My Charity and I Both Benefit from My Gift?

You could receive an immediate income tax deduction. With a properly structured gift, you could realign your investment portfolio without paying capital gains tax on appreciated property. Another strategy may allow you to pass your estate on to your children while avoiding both probate and estate taxes. You’re free to give your property to whomever.

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What Are the Pitfalls of Probate?

November 15, 2011 · · Articles, Estates & Trusts · Comments Off on What Are the Pitfalls of Probate?

Have you ever wondered what will happen to your estate after you die? How long will it take for your loved ones to receive the estate you’ve left them? Will each receive what you’d like them to have? If you’re like most people, your estate will go through a lengthy probate process. Probate consists of.

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How Can a Living Trust Help Me Control My Estate?

November 15, 2011 · · Articles, Estates & Trusts · Comments Off on How Can a Living Trust Help Me Control My Estate?

Living trusts enable you to control the distribution of your estate, and certain trusts may enable you to reduce or avoid many of the taxes and fees that will be imposed upon your death. A trust is a legal arrangement under which one person, the trustee, controls property given by another person, the trustor, for the benefit.

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What Key Estate Planning Tools Should I Know About?

November 15, 2011 · · Articles, Estates & Trusts · Comments Off on What Key Estate Planning Tools Should I Know About?

By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and trusts are two of the most popular estate planning tools. Both allow you to spell out how you would like your property to be distributed, but they also go far beyond that..

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History of the Federal Estate Tax

November 15, 2011 · · Articles, Estates & Trusts · Comments Off on History of the Federal Estate Tax

The history of estate taxes in America has been a long and winding road. Careful estate planning is still one of the most important ways to manage and protect your assets for your heirs. The Stamp Act of 1797 was the first federal estate tax in the United States and was passed to help fund.

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