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Estate Planning

Lifetime Gifts

Categorized in:
Asset Protection Planning, Disability and Special Needs, Lifetime Gifts

As with other estate planning tools, transferring a residence to an adult child is not always the best option for everyone. If you are considering transferring your home to an adult child, it is important to first consider the risks involved.

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Categorized in:
Asset Protection Planning, Inheritance Planning, Lifetime Gifts

Learn more about the family limited liability company (FLLC), a popular yet potentially confusing estate planning tool.

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Categorized in:
Lifetime Gifts, Wills

Life estates are typically used to keep property from being transferred through the process of probate.

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Categorized in:
Trusts, Inheritance Planning, Lifetime Gifts, Planning for Minors

Learn about the several options available when considering how to leave assets to adult children.

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Categorized in:
Legacy, Inheritance Planning, Lifetime Gifts, Planning for Minors

Every parent wants to make sure their children are provided for in the event something happens to them while the children are still minors. Proper estate planning can help you understand how to leave money to minor children.

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Categorized in:
Trusts, Medical Directives, Inheritance Planning, Lifetime Gifts, Wills, Planning for Minors

Ten major estate planning goals to accomplish before the end of the year.

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Categorized in:
Charitable Giving, Lifetime Gifts

The tax benefits of setting up your own foundation can be substantial.

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Categorized in:
Inheritance Planning, Lifetime Gifts

Learn about the potential problems that can come with giving your assets away while you are still living.

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Categorized in:
Trusts, Lifetime Gifts

Learn how Grantor-Retained Annuity Trusts (GRAT) work and the advantages of GRAT planning.

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