Estate Planning Life Insurance

Estate Planning Life Insurance

Estate Planning Life Insurance Life insurance can play an important role in your estate plan. It is often necessary to support your family after your death or to provide liquidity. Not only do you need to determine the type and amount of coverage you need, but also...
Tax Saving Strategies

Tax Saving Strategies

Estate Tax Saving Strategies Here’s a look at the most important estate planning tools and how you can use them to minimize taxes and maximize your estate’s value as the tax rules change over the decade. You’ll learn how the marital deduction,...
Determining the Tax

Determining the Tax

Determining the Estate Tax The next step is to understand some estate tax basics. First you need to get an idea of what your estate is worth and whether you need to worry about estate taxes, both under today’s rates and as exemptions increase under EGTRRA....
Estate Settlement

Estate Settlement

Estate Settlement You also should be aware of the other procedures involved in estate settlement. Here is a quick review of some of them. Your attorney, as well as the organizations mentioned, can provide more details. Transferring Property When thinking about...
Selecting an Executor or Trustee

Selecting an Executor or Trustee

Selecting an Executor or Trustee Whether you choose a will or a living trust, you also need to select someone to administer the disposition of your estate—an executor or personal representative and, if you have a living trust, a trustee. An individual, such as a...
A Living Will

A Living Will

A Living Will Occasionally in the news we will hear about someone well known who, when seriously ill or injured refused “heroic measures” and received only palliative (comfort-easing) care at their home, hospital or other health care facility. Perhaps we...