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August 15th, 2011

What is a Dynasty Trust?

(Estate Planners) - A dynasty trust is a type of generation-skipping trust that can provide substantial savings on estate tax. When you consider the fact that estate tax can climb to a rate that is as much as fifty-five percent, and that each generation will have to pay estate taxes, you could hypothetically save up to eighty percent of your estate throughout the course of three generations.

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June 20th, 2011

What is a Pour Over Will?

(Estate Planners) - One type of testamentary instrument that is widely used in combination with a trust that was created during a person’s lifetime is a pour over will. A pour over will typically dictates that, when the testator passes away, all assets and property that they own that have not previously been transferred into the trust during the person’s lifetime automatically pour over into the trust.

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February 14th, 2011

What is a Charitable Remainder Trust?

(Estate Planners) - Passing along the wealth that you accumulate in your lifetime can be challenging. You naturally want to leave your beneficiaries and loved ones well-provided for, but you do not want to see your money taken by the government in the way of estate tax and other tax when you pass away. You may also wish to see a favorite charity benefit from your estate.

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January 24th, 2011

What is a Credit Shelter Trust?

(Estate Planners) - A credit shelter trust is sometimes referred to as a bypass trust. The credit shelter trust is intended to allow married couples to take full advantage of the lifetime exemption for estate taxes and minimize federal tax on their combined estates. This trust allows each individual a one-time exemption from estate or so-called death tax and gift tax.

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