Examining Estate Planning and Estate Taxation

No matter how large or small your estate, if you want to make certain your plan is complete,  optimized and hassle-free for your family, this session will teach you how.

• Why conflicts arise upon death and how proper estate planning can help preserve family harmony.

• How to optimize your estate plan to reduce or eliminate Federal and State death taxes.

• Why it might be beneficial to avoid the time, expense, and hassle of Probate, and how to do so properly.

• The pros and cons of Wills vs. Trusts, and which one might be best for your particular situation.

• All about Trusts (By-Pass, Legacy, Q-TIP, Living and Irrevocable), how they work and how they can be used and combined to prevent costly and time consuming estate problems for your family.

• How to structure your life insurance for optimal tax efficiency and passing on the maximum benefit.