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Tax Planning
 

Articles in this section illustrate ways to help you and your loved ones save the most in income, gift, and estate taxes, and include most of the alphabet soup of the estate planning world.

How To Get The Most Out Of The Increasing Estate Tax Exemption

Make Gifts to Reduce Your Estate

Qualified Personal Residence Trust (QPRT)

Grantor Retained Annuity Trust (GRAT) and Retained Unitrust (GRUT)

Protection Against the Generation Skipping Transfer Tax (GST)

Gifting as a Strategy to Reduce Estate Taxes

Gift Planning Do's and Don'ts

The Perils of Gifting Joint Tenancy Property

How a QPRT Can Benefit You

It's Never Too Early to Make Gifts to Your Minor Children

Reallocate Income to Children and Save Big on Taxes

State-of-the-Art Educational Giving - Take Advantage of the QSTP

How to Use Market Interest Rate Loan Plans as an Estate Planning Tool

Leave More to Your Children With a GRAT

GRATs are Powerful Leveraging Tools

How a Private Annuity Can Save You Gift Taxes

Reduce Taxes Through Deathbed Planning

Post-Death Planning Can Be Better Than You Think

Deathbed Transfers - Making Sure a Gift Doesn't Become an Inheritance

Don't Skip GST Tax Planning

How to Best Allocate Your GST Exemption

Proposed Trust Regulations Provide Guidelines

Avoiding GST Tax When a Trust Beneficiary Dies Early

How the Timing and Source of Trust Funding Can Save Taxes

The Taxpayer Relief Act of 1997 and Your Estate Plan

Deathbed Tax Planning

Is Your Estate Plan Still on Target? How the Recent Tax Law Changes Affect Your Strategy

Gift and Estate Tax Advantages of Personal Residence Grantor Retained Income Trust

Generation-Skipping Transfer Tax (GST)

Making the IRC 83(b) Tax Election

New Tax Law Eliminates Estate Tax and GST Tax in 2010

Post Mortem Elections and Equitable Adjustments: A Brief Checklist

 
 
 

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