Estate Planning

A discussion of the family limited partnership as an estate planning tool. It offers a discounting appraisal feature as a method of tax reduction feature. A high amount of shares can be gifted and still qualify as gift tax-free and estate-tax property.

A discussion of of the most common situations which would necessitate updating a will.

A discussion of an estate planning technique which protects the residence of the surviving spouse and minor children from creditor's claims.

When gifting assets to a trust, certain procedures must be followed. A Declaration Of Gift Form needs to be completed,and is signed by the donor, witnessed and notarized. A sample of this form is shown.

A discussion of the pitfalls and disadvantages of insufficient estata planning as they relate to real estate. Transferring real estate to a trust can help avoid ancillary probate.

A look at the voting trust arrangement, including how to set one up, as well as when to consider using one.

A discussion of the more common types of charitable trusts. Apart from tax benefits, being charitably declined is one of the best bequests you can make.

A discussion of the transfer process for real estate in a trust.

A look at the transfer of various types of assets into a trust.

A discussion of the importance of retirement beneficiary forms as they relate to estate planning.