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Blog
A charitable lead trust (CLT) is a popular gifting technique that combines charitable planning with tax planning.
Blog
If you've been estate planning, you've probably come across the idea of setting up a trust. Trusts are flexible and diverse legal entities that you can use to achieve various estate planning goals, including reducing your estate tax burden.
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You can use marital trusts to provide financial security for your loved ones while reducing your exposure to estate taxes. Learn how with this guide.
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Understand the difference between a revocable or living trust, an irrevocable trust, and a testamentary trust. Learn how trusts work and explore some of their benefits.
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Find out how a grantor-retained annuity trust (GRAT) could help you transfer wealth to future generations without the typical tax burden associated with large gifts. Learn what a GRAT is, how a GRAT works, types of GRATs, how GRATs are taxed, and the pros and cons of a GRAT.
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Determine whether a Qualified Terminable Interest Property (QTIP) Trust is right for you by learning what it is, how it works, how a QTIP Trust differs from a marital trust, and what benefits a QTIP Trust might offer.
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Estate planning is the process of arranging for the transfer of your wealth in a way that minimizes legal complexities, taxes, and costs.
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If you’ve recently received an inheritance, you might not know what to do with it. However, a lack of planning today could mean you’re missing out on major opportunities.
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Trusts can play a crucial role in your estate planning strategy. They can reduce your taxable estate and allow you to determine how and where your assets will be transferred to your loved ones after you pass. A type of trust that can be particularly useful for couples is the credit shelter trust.
Blog
Part of crafting a good estate plan is establishing a trust (or trusts). A trust can help reduce your estate tax liability and keep your assets where they belong: with your family and beneficiaries.