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Estate And Tax Planning 2017-09-11T19:02:51+00:00
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Make decisions about who will inherit your property with a Will or a Trust.

Create a Revocable Living Trust if you have a complex family situation such as:

  • A family member will be disinherited

  • Your family tree is not known and there are no known direct heirs

  • Real estate is owned in more than one U.S. state

  • Your second marriage produced children and you have children from a first marriage

Implement advanced strategies for minimizing or avoiding estate taxation including:

  • Life Insurance Trusts

  • Bypass or “Applicable Exclusion” tax planning trust in an estate plan for married couples

  • Child or Grandchild ‘gifting’ trusts

  • Limited Liability Corporations (LLC) and Family Limited Partnerships (FLP)

Provide future financial security and asset management for a disabled family member with a Special Needs Trust (SNT), whether your child or other adult in your family is diagnosed with a developmental disability, intellectual disability, traumatic brain injury, mental health illness, or chronic illness such as Multiple Sclerosis and Parkinson’s disease.

Options include:

  • Special Needs Trust legal document as part of your estate planning, whether in your Will or Trust

  • Living Special Needs Trust legal document so they can receive lifetime gifts and inheritances from other family members