Frequently Asked Questions (FAQs)

Need information fast? Get immediate answers to your questions in plain, easy-to-understand English.

• Understanding Living Trusts®
• Understanding Estate Taxes
• Understanding Who Should Be Beneficiary of Your IRA
• Understanding Charitable Remainder Trusts

Online Presentations

Need more detailed information? Our online presentations will take you step-by-step through Understanding Estate Planning and Living Trusts, Estate Taxes, Who Should Be Beneficiary of Your IRA and Charitable Remainder Trusts.

• Estate Planning & Living Trusts
• Estate Taxes
• Charitable Remainder Trusts

 

Estate Planning Articles

Need information on other important estate planning topics? Our articles will keep you up-to-date.

1. Make Gifts to Reduce Your Estate
2. Private Charitable Foundation
3. Grantor Retained Annuity Trust (GRAT) & Retained Unitrust (GRUT)
4. Finally... Something to Thank the IRS For!
5. Happy 18th Birthday, Honey.
6. When Is The Best Time To Plan Your Estate?
7. Got Stuff? You Need An Estate Plan!
8. The Family Limited Partnership
9. Gifting... An Easy and Satisfying Way to Reduce Estate Taxes
10. The Special Needs Trust: Planning for a Disabled Dependent
11. When Is It Time to "Service" Your Estate Plan?
12. Giving Your Assets to Your Children Now Can Cause Serious Problems
13. How Should You Hold Title to Real Estate?
14. An Introduction to Planning for Long Term Care
15. How Can I Prevent My Children from Fighting Over My Belongings After I Die?