The Benefits of Utilizing Corporate Trustees in Your Estate Plan


October 18, 2010
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Selection of the appropriate trustee is often an emotional decision. While many grantors may feel that naming someone outside the family to act as trustee may be seen as a “vote of no confidence” for their family, they should instead view that decision as both loving and prudent. Simply put, when a grantor names a […]

Incorporating Flexibility in Uncertain Times


October 14, 2010
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As you may or may not know, 2010 has been a tumultuous year in the area of estate planning. Currently, there is no federal estate tax.  And, worse yet, no one knows exactly what the future holds for the federal estate tax.  How do you plan when there is so much uncertainty? Marital Deduction Given […]

Life Insurance News Flash!


October 8, 2010
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ALERT:  Life insurance proceeds may be included in a decedent’s gross estate for estate tax purposes. The Impact of Life Insurance Many people underestimate the total value of their estate.  People assume that they do not have enough assets to worry about estate tax planning.   However, most do not realize how their life insurance factors […]