A list of ten methods you can use to reduce your estate taxes, including marital transfers, lifetime gifts to children and grandchildren, irrevocable life insurance trusts, charitable transfers, and more.
The durable financial power of attorney is simply a way to allow someone else to manage your finances in the event that you become incapacitated and are unable to make those decisions yourself. The power is granted in a document, and is not only usef...
A broad look at estate tax laws. Learn about estate taxation, the different types of estate tax exemptions, gift taxes, the unified gift tax credit, and how to file an estate tax return.
Federal and state governments have laws governing estate planning and probate. These laws typically cover the legal requirements of wills, the creation of trusts, the specifics of the probate process, and more. Governments have also enacted laws plac...
When people think of estate planning, they tend to focus on the distribution of an individual's assets and other property when he or she passes away. Although that's certainly a component of estate planning, there's much more that a person can do to ...
Your attorney will need to know a lot about your personal and financial life in order to prepare an estate plan that accurately reflects your goals. This form will help you organize that information.
A glossary of terms commonly used in estate planning law. Learn the meanings of lesser-known terms like durable power of attorney, attorney-in-fact, inter vivos trust, intestacy, pour-over will, and fiduciary.
A collection of tips to consider when working on an estate plan. Learn how a will can help you if you’re single, living with a significant other, married, or have kids.
Estate taxes are imposed by the federal government and some state governments on the transfer of a person's property upon death. Estate taxes can apply when the decedent has an estate plan such as a will in place, and they can also apply if the deced...
A list of federal codes dealing with estate and gift taxes. Learn about how the federal government taxes inheritance, how the federal gift tax works, and how special valuation rules are applied.
