Category: Estate Planning

There are federal transfer taxes that you must contend with if you have been particularly successful throughout your life. You may be aware of the fact that there is a

What Is Florida Estate Planning from Barbara M. Pizzolato When you plan your estate, you make sure that all of your family members are provided for after you pass away. 

People often fall for certain estate planning myths, and far too often, their family members wind up paying a hefty price. Let’s look at some of these myths so that

When you start to explore the subject of taxation on any level, you generally don’t discover a lot of positives. However, when it comes to the subject of inheritance planning,

There are various different types of trusts that can be used to transfer assets at a tax discount. One of them is the grantor retained annuity trust. Before we get

The legal device called a last will or last will and testament is probably the one estate planning document that just about everyone has heard of, but this is not

As you go through life, you pay taxes on your income and your investment gains. Anything that will go to your loved ones after you are gone will be a

Giving to charitable causes and institutions can be quite meaningful when you are thinking about how you will be remembered after you are gone. If you have been very successful

Before we look at the matter of funding, we should explain some things about trusts in general. There are various different types of trusts used in the field of estate

The inheritance planning process is often looked upon as something that is only important after you reach an advanced age. Without question, if you did not plan ahead when you