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Top 10 Estate Planning Techniques

  1. Revocable Living Trust:

    A device used to avoid probate and provide management of your property, both during life and after death.

  2. Property Power of Attorney:

    Instrument used to allow an agent you name to manage your property.

  3. Health Care Power of Attorney:

    Instrument used to allow a person you name to make health care decisions for you should you become incapacitated.

  4. Annual Gift Tax Exclusion:

    Technique to allow gifts without the imposition of estate or gift taxes and without using lifetime exclusion.

  5. Irrevocable Life Insurance Trust:

    A trust used to prevent estate taxes on insurance proceeds received at the death of an insured.

  6. Family Limited Partnership:

    An entity used to:
    Provide asset protection for partnership property from the creditors of a partner;
    Provide protection for limited partners from creditors;
    Enable gifts to children and parents maintaining management control;
    Reduce transfer tax value of property.

  7. Children’s or Grandchildren’s Irrevocable Education Trust:

    A trust used by parents and grandparents for a child’s or grandchild’s education.

  8. Charitable Remainder Interest Trust:

    A trust whereby donors transfer property to a charitable trust and retain an income stream from the property transferred. The donor receives a charitable contribution income tax deduction, and avoids a capital gains tax on transferred property.

  9. Fractional Interest Gift:

    Allows a donor to transfer partial interests in real property to donees and obtain fractional interest discounts for estate and gift tax purposes.

  10. Private Foundation:

    An entity used by higher-wealth families to receive charitable income, gift, or estate tax deduction while allowing the family to retain some control over the assets in the foundation.

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