What
is a living trust?
Revocable Living Trusts can avoid probate and keep your testamentary
plan private.
Tax
Minimization for couples
This booklet explains the "ABQ" Trust, a revocable living trust
with estate tax minimization provisions, and provides you with a
questionnaire of basic information needed to prepare such a trust
and related documentation in conjunction with the Family
Information Booklet.
Estate
Planning for Individuals
This booklet explains the use of a revocable living trust and
provides a questionnaire of basic information needed to prepare
such a trust and related documentation in conjunction with the Client
Information Booklet.
Life
Insurance Trusts
A better way to own life insurance and to provide liquidity for
payment of taxes without increasing the tax.
Generation
skipping
Learn about the benefits of Generation Skipping to create a "Dynasty
Trust" that can provide income and protection of assets for
children, grandchildren and even beyond!
Total
Return Trusts
Total return trusts - a solution for an uncertain economy?
Required
Minimum Distributions
After age 70-1/2, you must begin to make withdrawals from your IRAs
and retirement plans or suffer a 50% penalty for failure to withdraw.
