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History of the Federal Estate Tax

History of the federal estate tax The history of estate taxes in America has been a long and winding road. Careful estate planning is still one of the most important ways to manage and protect your assets for your heirs. The Stamp Act of 1797 was the first federal estate tax in the United States […]


Property Ownership

What Is the Best Form of Property Ownership for Me? In planning your estate, it is customary to consider wills and trusts (as well as intestacy) as a means of property distribution. As a matter of fact, the manner in which you hold title to your assets may supersede provisions contained in other transfer documents. […]


Family Limited Partnerships

Could My Family Benefit from a Family Limited Partnership? Effective estate planning should address wealth transfer from a practical and cost-effective approach. One estate planning strategy that families with closely held businesses should consider is the family limited partnership. What Is a Family Limited Partnership? A family limited partnership is a partnership agreement that exists […]


Wealth Replacement Trusts

How can I benefit from a wealth replacement trust? Charitable giving can be a rewarding experience by allowing you to both give and receive. To enjoy the benefits of charitable giving, you can utilize a variety of strategies. The basics of charitable remainder trusts To establish a charitable remainder trust, you transfer appreciated property to […]


Charitable Remainder Trusts

How Can I Benefit from a Charitable Remainder Trust? Sometimes it takes tough economic times and natural disasters to unite and bring out the best in people. Natural disasters such as hurricanes and earthquakes have served to bring communities together and impact the nation as a whole. Americans have given generously to rebuild communities and […]


Charitable Lead Trusts

How Can I Benefit from a Charitable Lead Trust? Charitable lead trusts are designed for people who would like to benefit a charity now rather than later. You may have heard about some charitable trust strategies before but decided against them because you wanted to make an immediate gift to charity. With a charitable lead […]


Gifting Strategies

What Gifting Strategies Are Available to Me? There are a number of different gifting strategies available for planned giving. Each has its advantages and disadvantages. Instead of making an outright gift, you could choose to use a charitable lead trust. With a charitable lead trust, your gift is placed in a trust. The recipient of […]


Paying Estate Taxes

How Will I Pay Estate Taxes? Estate taxes. It’s not enough to simply know they exist and to know strategies to minimize them. When it comes down to it, you need to plan how you and your family will eventually pay them. The Estate Tax Dilemma Estate taxes are generally due nine months after the […]


Controlling the Distribution

How can I control the distribution of my estate? There are a number of ways your estate can be distributed to your heirs after your death. Each allows a different degree of control over distribution, and each poses different challenges and opportunities. If you haven’t taken steps already, it’s important to consider planning now for […]


Charitable Giving

How can my gift benefit me and the charity? Giving basics You’re free to give almost any type of property to whatever organization you choose. But in order to retain the tax benefits associated with charitable giving, contributions need to be made to qualifying tax-exempt organizations that have been organized in the United States and […]


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