Estate Planning:  Strategies for Removing Assets From The Taxable Estate

 

This article discusses the strategies that a client may wish to consider to provide a more orderly transfer of assets during life and at death, as well as reduce the potential estate taxes by removing assets from the taxable estate by the use of gifts, installment sales, private annuities, family limited partnerships, grantor retained annuity trust, or charitable lead or remainder trusts.

 

 

Business Succession Planning

 

This article discusses using an Intentionally Defective Grantor Trust in order to successfully transition the ownership of a closely held business and minimize potential estate taxes.

 

 

 

Estate Planning for Second and Blended Families

 

This article discusses how an Irrevocable Life Insurance Trust (ILIT) can be used to create an estate plan that protects both spouses and their children.