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Recent Posts:
- QTIP Trust Advantages: 7 Surprising Benefits
- What is a Retirement Trust and Why Would You Set One Up?
- Charitable Lead Trusts: How to Effectively Utilize
- Bypass Trust: QTIP Strategies to Avoid Estate Tax [2021 Edition]
- Charitable Remainder Trusts: Avoid the Top Pitfalls
- New Jersey Gift Tax: How 99% of Resident Can Avoid
- How 99% of Residents Avoid the Pennsylvania Gift Tax
- QTIP Trust Requirements: The #1 Way to Structure [Updated for 2021]
- Testamentary Trusts: The Complete Guide
- Generation-Skipping Trusts: The #1 Way to Utilize
- What is Private Placement Life Insurance (PPLI)? Here is the Complete Guide
- Bypass Trust: Understanding the Pros & Cons
- Miller Trust in Arizona: Top 10 Strategies to Qualify [Step by Step]
- QPRT Fractional Interest Discount: 3 Steps to a Huge Reduction
- Irrevocable Life Insurance Trust (ILIT): Understanding the Rules & Requirements
- Self-Cancelling Installment Note: The #1 Estate Planning Secret
- Can a QPRT be Revoked? Here’s What Happens Upon Early Termination?
- Disadvantages (Cons) of an IDGT Installment Sale: 8 Pitfalls to Avoid
- Zeroed Out GRAT: The Ultimate Guide [2021 Edition]
- QPRT for Vacation Home: A ‘How to’ Guide For Second Homes
- Intervivos Trusts: The Complete Guide [2021 Edition]
- How Much Does a QPRT Cost? Here is a Typical Fee Structure
- QPRT Disadvantages (Cons): Beware of the Top 10 Downsides!
- Lifetime QTIP Trust: The #1 Strategy [2021 Edition]
- QTIP Property for Second Marriage: Why This Can Be a Great Option
- Oklahoma Gift Tax: The Top 10 Strategies [FAQs]
- New Hampshire Gift Tax: Requirements, Rules & Limits
- Gift Tax in West Virginia: Rules, Limits & Exemptions
- How Gift Taxation Works in Nebraska
- Rhode Island Gift Tax: How 99% of Residents Can Avoid
- New York Gift Tax: The Simple Guide for 2021
- Minnesota Gift Tax Guide: How 99% of Residents Avoid
- Delaware Gift Tax: The Ultimate Guide [Rules, Limits & Requirements]
- Clayton QTIP: The #1 Way to Structure [2021 Edition]
- Intentionally Defective Grantor Trust: Medicaid Strategies [Step by Step]
- Reverse QTIP Election: The Simple Guide
- IDGT vs GRAT: The Comprehensive Review [Example]
- How to Avoid the Idaho Gift Tax [Step by Step]
- How to Set Up a QPRT: 7 Step Guide
- South Carolina Gift Tax Guide [Step by Step]
- Tennessee Gift Tax: The Ultimate Guide [Template]
- QPRT Sale of Residence: The #1 Mistake to Avoid
- How to Legally Avoid the Utah Gift Tax
- QPRT Minimum Term? The Surprising Answer
- Does a QTIP Trust Get a Step Up in Basis? The Surprising Answer
- Is a QTIP Trust Revocable or Irrevocable? Surprising Answer
- How to Legally Avoid Kansas Gift Tax
- Missouri Gift Tax: What You Need to Know
- QPRT Mortgage Rules: Don’t Make This Mistake
- QTIP Trust Disadvantages: 6 Pitfalls to Avoid
- New Mexico Gift Tax: Don’t Get Trapped
- Qualified Domestic Trusts (QDOT): Planning for Non-Resident Alien Spouses
- QTIP Trust Sample Language: The Simple Guide
- South Dakota Gift Tax: The Ultimate Guide
- Virginia Gift Tax Guide [Step by Step]
- North Carolina Gift Tax: The Step-By-Step Guide
- QPRT Calculation: The Simple Formula [Table]
- QPRT Capital Improvements: One Simple Strategy!
- The Grantor Retained Annuity Trust (GRAT): Examining the Rules [Example]
- Intentionally Defective Grantor Trust (IDGT) for Dummies
- Do I need to file an estate tax return? The surprising answer
- Filing Taxes for the Deceased [Step by Step]
- How to Transfer an Existing Life Insurance Policy into an ILIT
- Using Retirement Plans for Estate Planning
- Estate Tax Planning for Nonresident Aliens: The Surprising Tax Trap
- Arkansas Gift Tax: How to Legally Avoid
- S-Corporations & Estate Planning: The Simple Guide
- Irrevocable Life Insurance Trust (ILIT)—Sample Language
- What is a Crummy Trust?
- Inheritance Tax vs Estate Tax: The Complete Guide
- How Much Money Can You Inherit Before You Pay Taxes On It?
- Alabama Gift Tax Guide [10 Strategies]
- Alaska Gift Tax: 10 Estate Planning Strategies
- Is life insurance part of an estate after death? Surprising answer
- How to Legally Avoid the Iowa Gift Tax [10 Strategies]
- How to Avoid the Washington Gift Tax [Legally]
- How to Legally Avoid the Hawaii Gift Tax
- Maine Gift Tax: The Simple Guide [Illustration]
- Vermont Gift Tax Guide [Step by Step]
- Tax Benefits of a Trust
- QPRT Example: The #1 Strategy in a Few Simple Steps!
- Arizona Gift Tax: The Complete Guide [Illustration]
- Nebraska Estate Tax: 5 Brilliant Strategies to Eliminate Your Estate Bill
- How to *Legally* Avoid the Oregon Estate Tax [10 Proven Strategies]
- Do Beneficiaries Have to Pay Tax on Inheritance?
- What is a Donor-Advised Fund and How Does it Work?
- California Inheritance Tax: The Simple Guide [Illustration]
- Michigan Gift Tax: Top Planning Strategies [Example]
- Are Retirement Accounts Included in Your Estate? The Surprising Answer
- Michigan Estate Tax: Top Planning Strategies
- Colorado Gift Tax: The #1 Planning Opportunity
- Nevada Gift Tax: What You Need to Know
- Illinois Gift Tax: The Simple Guide [Example]
- Ohio Gift Tax: The #1 Strategy
- Alaska Estate Tax: What You Need to Know
- Kentucky Estate Tax Guide [Updated for 2021]
- Life Insurance in Family Partnerships: 3 Estate Strategies
- New Hampshire Estate Tax: How 99% Legally Avoid
- Mississippi Estate Tax: The Simple Guide [Top 10 Strategies]
- Alternate Valuation Date for Estate