Estate Planning Briefs

Should a CRT be part of your estate plan?

To benefit a charity while helping ensure your own financial future, consider a charitable remainder trust (CRT):

For a given term, the CRT pays an amount to you annually (some […]

Owning life insurance can make estate planning complicated

If you own an insurance policy on your life and want to keep the policy’s proceeds out of your taxable estate, one option is selling the policy to an […]

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    Holding joint title to property with loved ones has pitfalls

Holding joint title to property with loved ones has pitfalls

Owning assets jointly with one or more of your children or other heirs is a common estate planning “shortcut.” Two potential advantages are convenience and probate avoidance. But joint […]

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    A difficult decision: Declaring your elderly parent incapacitated

A difficult decision: Declaring your elderly parent incapacitated

When an elderly parent gradually loses control of his or her faculties, it can be difficult for children to determine whether having their parent declared incapacitated is the right […]

Revisiting your estate plan after a divorce is a must

People generally remember to amend their wills or revocable trusts after a divorce, but there are many other estate planning and financial arrangements you should address that are easily […]