Bypass Trust - Can a living trust reduce estate taxes - Credit shelter trust

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Does a living trust make sense? - It's not just for Rockefellers (Part 1) - Does a living trust make sense? - It's not just for Rockefellers (Part 2) - Generation-skipping trust

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Living Trust and Estate Planning  

Living Trust and Estate
Planning Legal Information

OUR LEGAL INFORMATION WILL HELP YOU TO BETTER UNDERSTAND A REVOCABLE LIVING TRUST AND ESTATE PLANNING RELATED ISSUES

 
 

A-B Trust
An "A-B trust" is a type of trust established by a married couple that includes provisions requiring the allocation of assets on the death of one spouse to two separate trusts to be established only at that time. One trust, sometimes referr ...   More details

Basic estate plan - Top things to know.
1. No matter your net worth, it's important to have a basic estate plan in place. Such a plan ensures that your family and financial goals are met after you die.
 
2. An estate plan has several elements. They include: a will, assignment of ...   More details

Bypass Trust
While both spouses are alive, there can be a single Initial Bypass Trust, that is revocable and completely in their control. It is similar to, and serves all the purposes of the "simple" living Trust.
 
The Initial Bypass Trust e ...   More details

Can a living trust reduce estate taxes.
A simple probate-avoidance living trust has no effect on taxes. More complicated living trusts, however, can greatly reduce the federal estate tax bill for people who own a lot of valuable assets.
 
One tax-saving living trust is designed ...   More details

Credit shelter trust
With a credit-shelter trust (also called a bypass or family trust), you write a will bequeathing an amount to the trust up to but not exceeding the estate-tax exemption. Then you pass the rest of your estate to your spouse tax-free. You also specify ...   More details

Does a living trust make sense? - It's not just for Rockefellers. (Part 1)
The notion of a legal trust may conjure up images of country clubbers cradling gin-and-tonics.
 
The truth is a trust may be a useful estate-planning tool for your family if you have a net worth of at least $100,000 and meet one of the fol ...   More details

Does a living trust make sense? - It's not just for Rockefellers. (Part 2)
Among the chief advantages of trusts, they let you:
 
- Put conditions on how and when your assets are distributed after you die; ...   More details

Generation-skipping trust
A generation-skipping trust (also called a dynasty trust) allows you to transfer a substantial amount of money tax-free to beneficiaries who are at least two generations your junior -- typically your grandchildren. The generation-skipping exemption i ...   More details

 
 

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Problems solved by estate planning  

Problems Solved by Estate Planning

A living trust can solve many of the problems encountered in estate planning. Some ...
Try to avoid probate with Living Trust  

Try to Avoid Probate with Living Trust

First of all, what is probate? We've heard various things about probate and we pretty ...
The AB living trust saves taxes  

The AB Living Trust Saves Taxes

Some people must consider federal estate tax when planning their finances. Estate tax ...
 

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