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Future of Popular Estate-Planning Tool May Hinge on Election,” discusses the grantor retained annuity trust With a GRAT, assets that are expected to appreciate are transferred to the trust for a retained annuity When the trust expires, any remaining assets left after the annuity is paid are given to the beneficiaries In a grantor retained annuity trust, if the assets produce a return in excess of the tax code Section

One idea is a life insurance policy purchased and owned by an Irrevocable Life Insurance Trust (ILIT)

stock can be transferred to the charity by arranging it with the broker or by doing so in a will or trust

Vital Statistics office where the death occurred); Estate planning documents, such as the will and trusts

A few documents to consider are a Domestic Partnership Agreement, a Living Will and a Living Trust.

For example, if the policies are not held in irrevocable trusts, then the proceeds are included in the

Estate Planning – It’s a Need,” that explained how one person might be a great choice for guardian, trustee

You also need to designate an executor you trust and let him or her know where to find your will.

If someone who reaches out to you agrees to a meeting, bring along a trusted adviser.

of things to consider that would prove important when they will be needed: Can you find your will, trusts

That’s money that should go into a trust, according to the Will.

That’s money that should go into a trust, according to the Will.