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Category Archives: Estates and Trust

History of the Federal Estate Tax

History of the Federal Estate Tax

The history of estate taxes in America has been a long and winding road. Careful estate planning is still one of the most important ways to manage and protect your assets for your heirs. The Stamp Act of 1797 was the first federal estate tax in the United States and was passed to help fund […]

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Could My Family Benefit from a Family Limited Partnership?

Could My Family Benefit from a Family Limited Partnership?

Effective estate planning should address wealth transfer from a practical and cost-effective approach. One estate planning strategy that families with closely held businesses should consider is the family limited partnership. What Is a Family Limited Partnership? A family limited partnership is a partnership agreement that exists between family members who are actively involved in a […]

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Wealth Replacement Trusts

Wealth Replacement Trusts

Charitable giving can be a rewarding experience by allowing you to both give and receive. To enjoy the benefits of charitable giving, you can utilize a variety of strategies. The Basics of Charitable Remainder Trusts To establish a charitable remainder trust, you transfer appreciated property to an irrevocable trust and designate the charity of your […]

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Charitable Remainder Trusts

Charitable Remainder Trusts

Sometimes it takes tough economic times and natural disasters to unite and bring out the best in people. Natural disasters such as hurricanes and earthquakes have served to bring communities together and impact the nation as a whole. Americans have given generously to rebuild communities and help local residents through these difficult situations. Many people […]

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What Gifting Strategies Are Available to Me?

What Gifting Strategies Are Available to Me?

There are a number of different gifting strategies available for planned giving. Each has its advantages and disadvantages. Instead of making an outright gift, you could choose to use a charitable lead trust. With a charitable lead trust, your gift is placed in a trust. The recipient of the gift draws the income from this […]

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Paying Estate Taxes

Paying Estate Taxes

Estate taxes. It’s not enough to simply know they exist, and to know strategies to minimize them. When it comes down to it, you need to plan how you and your family will eventually pay them. The Estate Tax Dilemma Estate taxes are generally due nine months after the date of death. And they are […]

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How Can I Control the Distribution of My Estate?

How Can I Control the Distribution of My Estate?

There are a number of ways your estate can be distributed to your heirs after your death. Each allows a different degree of control over distribution, and each poses different challenges and opportunities. If you haven’t taken steps already, it’s important to consider planning now for the distribution of your assets. Intestacy If you die […]

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Understanding Charitable Giving

Understanding Charitable Giving

How Can My Charity and I Both Benefit from My Gift? You could receive an immediate income tax deduction. With a properly structured gift, you could realign your investment portfolio without paying capital gains tax on appreciated property. Another strategy may allow you to pass your estate on to your children while avoiding both probate […]

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