Estate Planning Fundamentals
- Reviewing Your Estate Plan (Dec)
- Do You Have These Key Estate Planning Documents? (Jan)
- What Is a Trust Fund and How Does It Work?
- Use of Trusts and Creditor Implications
- Who Is Your Descendant: Who Inherits Under Your Will And Trusts?
- Bypassing Probate
- Estate Planning Pyramid
- Status of State Death Taxes: Summary
- Health Care Proxies - 5 Biggest Mistakes
- You've Received an Inheritance, Now What? (Oct)
- Retirement Plans and Estate Planning
- Estate as Beneficiary of Traditional IRA or Retirement Plan
Types of Trusts
- Revocable Living Trust
- Marital and Related Trusts
- Credit Shelter Trust
- A/B Trust Diagram: $27,980,000 Estate
- Marital Trust (also called an A Trust)
- Bypass Trust (also called B Trust or Credit Shelter Trust)
- Qualified Terminable Interest Property (QTIP) Trust (also called C Trust)
- Customizing Trusts
- Trust for Minors
- 2503(c) Trust
- 2503(b) Trust
- Irrevocable Life Insurance Trust (ILIT)