A Guide to the Language of Estate Planning – Structures and Key Terms

Estate planners have an extensive language of their own consisting of a wide variety of abbreviations and technical terms.  The vast majority of these terms tie into the numerous types of trusts and other entities that are used in planning whether it relates to tax planning, asset protection or accommodating someone with special needs.  [...]

By |2019-07-16T14:49:48+00:00July 5th, 2019|Estate Planning|0 Comments

Key Tax Facts and Figures

In developing estate plans that seek to minimize taxes, there are a number of key figures and rates that a planner needs to keep in mind.  Many of these are tied to cost of living adjustments so its important to keep a cheat sheet handy to make sure you are using the most up [...]

By |2019-09-25T15:19:36+00:00July 5th, 2019|Estate Planning|0 Comments
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