Understanding Estate Taxes

Estate Planning > Presentation Topics > Estate Taxes

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  1. Introduction/Welcome
  2. Expenses that reduce your estate
  3. Individual estate tax exemption
  4. Determining your taxable estate
  5. Federal estate taxes
  6. 3 ways to reduce estate taxes
  7. Leaving everything to your spouse (A)
  8. Leaving everything to your spouse (B)
  9. Living trust with tax planning (A)
  10. Living trust with tax planning (B)
  11. QTIP trust
  12. Generation skipping transfer tax
  13. Qualified domestic trust
  14. Tax free gifts
  15. Appreciating assets are best to give away
  16. Give assets to charity
  17. Remove insurance from estate
  18. How insurance trust works
  19. $3 million estate
  20. Life insurance (inexpensive way to pay estate taxes)
  21. Personal residence trust
  22. Grantor retained annuity trust (GRAT)
  23. Limited Liability Company (LLC) and Family Limited Partnership (FLP)
  24. Charitable remainder trust
  25. Charitable lead trust
  26. Private charitable foundation
  27. 3 ways to reduce estate taxes
  28. Six-step action plan
  29. Conclusion
 

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