THE BASICS

  1. Life Planning
  2. Avoiding Probate
  3. The Revocable Living Trust
  4. Providing Liquidity for Estate Tax & Settlement Costs
  5. Proper Trust Administration

 

PLANNING STRATEGIES

  1. Minimizing Federal Gift & Estate Tax Liability
  2. Planning Strategies for Parents with Minor Children
  3. Creating Wealth with the Life Insurance Trust "ILIT"
  4. Integrating IRA and Pension Assets into the Estate Plan
  5. Planning Strategies for Business Owners

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DISCLOSURE STATEMENT
This material is intended to provide you with a current and accurate summary of the subjects covered. However, the application of the strategies discussed requires an independent analysis of your individual circumstances. Always seek the assistance of your Tax Planning Professional or Estate Attorney when making Estate Planning decisions.