Estate Planning Resources

Legacy Planning

Legacy planning is not merely minimizing the tax hit and maximizing the amount of money passed on to future generations. It also involves the spiritual, intellectual and ethical development of family members.

Intestacy: Consequences and Alternatives

A husband with a multi-million dollar net worth died suddenly in his 60's without a will (interstate). Here's a horror story to avoid!

Estate Taxes Are Voluntary

With some planning, it is possible for many people to avoid the "death tax."

Double Check Your Beneficiaries

Cal Brown reviews the basics of estate planning and ways to simplify transfer of assets to the next generation.

Gift Taxes - The Basics

Increase your familiarity with the gift tax and the changing limits planned for the next few years.

Estate Tax Exemptions

Excerpted from IRA Publication 950.

Planning For the Day When Your Parent Won’t Have the Answers

Steps to follow when incapacitation becomes an issue for an aging parent.

Internet Resources on Aging

A list of organizations dedicated to aging adult concerns.

Should Planners Recommend Trusts As IRA Beneficiaries?

Naming a trust as beneficiary of a qualified retirement plan or IRA is similar to crossing a minefield.

How to Title Your Property - an Introduction

Different ways of titling your property offer different benefits. The best approach is to examine the trade-offs, and choose the approach that works best for your family.

Advantages of A Revocable Trust In Your Estate Plan

Familiarize yourself with the strategy of incorporating this valuable tool into your estate plan.