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Estate Planning Articles

Advanced Estate Planning: Split-Interest Gifts and Trusts

November 2003 by Ellen J. Boling
Split-interest gifts and trusts can result in considerable estate tax savings. However, due to concurrent ownership interests, it is important to consider not only the type of asset being transferred, but how its value will change. Read more »

The Tools of the Trade: Basic Estate-Planning Trusts

June 2003 by Ellen J. Boling
Sometimes, a trust is the only vehicle that will provide a reasonable level of assurance that the goal of passing the fruits of your labor to your desired beneficiaries can be achieved. Read more »

Reassessing Your Risk Tolerance? Don't Overlook Estate Planning

April 2003 by Ellen J. Boling
Important not only for protecting your assets, estate planning also assures that your assets will pass according to your wishes at the least cost and administrative burden. It can be a relatively easy, six-step process. Read more »

Estate Planning: Should a Trust Be the Beneficiary of Your IRA?

October 2002 by Clark M. Blackman
Until recently, conflicting tax laws, and a lack of IRS guidance made it difficult to name trusts as beneficiaries of retirement plan assets. New rules make it easier to take advantage of the tax and estate planning benefits of trusts. Read more »

A Guide to Dealing With an Estate Planning Attorney

July 2002 by Paula Hogan
An up-to-date estate plan maximizes the chance that your wishes with respect to both medical and financial affairs will be carried out in the event of your death or disability. Read more »