Wealth & Estate Preservation
(click on green link below each title)
When Should You Start Collecting Social Security Benefits?
Social Security Start
Understanding Trusts
Understanding Trusts
Revocable Living Trusts
Revocable
Ownership of Life Insurance in an Estate Plan
Life Insurance in an Estate Plan
Accessing Life Insurance Cash Value in an Irrevocable Trust
Accessing Life Insurance Cash Value in an ILIT
Life Insurance for Estate Planning Purposes With Access to Cash Values for Lifetime Needs
Cash Values for Lifetime Needs
Getting a Life Insurance Policy out of an Irrevocable Trust
Getting a Life Insurance Policy out of an ILIT
Unintentionally Disinheriting Your Spouse
Disinheriting Your Spouse
Why Having a Non-Citizen Spouse Matters
Non-Citizen Spouses, QDOTs and Life Insurance
The Importance of Valuation to an Estate Plan
The Importance of Valuation to an Estate Plan
Creating A Legacy In Memory of a Deceased Spouse
Creating a Legacy in Memoriam
Transferring Wealth to Your Family With GRATs
GRATS
Creating Liquidity to Pay Estate Taxes with an Irrevocable Trust
Liquidity to Pay Estate Taxes
Duties of an Executor or Personal Representative
Executor or Personal Representative
Dynasty Trust--Passing Wealth Down the Generations
Dynasty Trust
Estate Tax Planning in 2015 Business as Usual or a New Game
Business as Usual or a New Game
Famous Families Who Failed to Plan
Families Who Failed to Plan
Fiduciary Responsibility of a Trustee
Fiduciary Responsibility of a Trustee
Impact Of Interest Rates On Wealth Transfer Strategies
Impact Of Interest Rates
Leveraging Low Interest Rates to Create a Legacy
Leveraging Low Interest Rates
'Revoking' an Irrevocable Life Insurance Trust
Revoking
The Problems With Portability - Nine Pitfalls
Portability
The Qualified Retirement Plan as an Estate Planning Tool
Qualified Retirement Plan as an Estate Planning Tool
Supercharging Your Credit Shelter Trust
Supercharging Your Credit Shelter Trust
Intestacy and Why It Should be Avoided
Intestacy and Why It Should be Avoided
Planning for Family Members With Special Needs
Planning for Family Members With Special Needs
Special Needs Planning – The Letter of Intent
Special Needs Planning – The Letter of Intent