Estates & Trusts

Topic

Educational articles about estate planning, trusts, probate, gifting, charitable strategies, and wealth transfer.

How Can I Benefit from a Charitable Remainder Trust?

A designated income beneficiary could receive payment of a specified amount from a charitable remainder trust.

A wealth replacement trust could be used to gift appreciated assets to a charity as well as provide for heirs.

One estate planning strategy that families with closely held businesses could consider is the family limited partnership.

Sole ownership, joint tenancy, tenancy in common, and community property have special benefits for property owners.

Careful estate planning is still one of the most important ways to manage and protect your assets for your heirs.

Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

A living trust can help control the distribution of your estate upon death.

The probate process can be lengthy and complex. There are strategies you can use to help avoid the probate process.

To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.

If you haven't taken steps already, consider planning now for the distribution of the assets of your estate.

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