Case Study Exercise: Family Trust Planning
Meet William and Mary. This hypothetical case study reviews a common family trust planning situation to show you the benefits of proper estate planning.
New Tax Proposals in the Build Back Better Act (BBBA)
The American Families Plan and Build Back Better Act are proposing major tax changes for 2022. Here are some new laws that could affect your estate plan and financial plan.
Reasons to Establish a Family Trust
There are many reasons why it makes sense to establish a family trust as part of your estate planning strategy. Learn more.
What is a Family Trust?
Family trusts are a “complex” type of trust that can be very beneficial to surviving spouses and other beneficiaries.
The Different Types of Partial Disclaimers
What are the different types of partial disclaimers or renunciations? Here are the legal terms and strategies you should know for disclaimer trust planning.
What is Disclaimer Trust Planning?
Learn more about disclaimer trust planning and renunciations under New York state and Federal law.
Case Study Exercise #3: Married Couple and Parents of Two
In this final case study exercise, we review the estate planning strategy for a successful married couple with two children.
Case Study Exercise #1: Wealthy Retired Widow
Review this hypothetical case study for a wealthy retired widow and estate planning proposal from Thomas D. Glascock.
What is an Internal Revenue Code Section 303 Stock Redemption? (Part 2)
Learn more about IRC Section 303 stock redemption qualification requirements and relation to previous estate tax laws.
Common Challenges with Mental Disability Planning
When developing your estate plan, you have to consider for mental disability planning if something does happen to you. Here’s what you need to know.
