Tag Archives: advantages living trust

When Estate Tax Law Change Is The Only Constant, Keep Your Estate Plan Flexible

As an estate planning attorney, I find it extremely frustrating to not know what the estate tax law will be when my client eventually passes away, since this makes the very idea of “planning” problematic. The window between when an estate … Continue reading

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Lifetime Gifts: Is Massive Gifting Before The End Of 2012 A Good Estate Planning Strategy?

Some estate planners have urged their clients to make large lifetime (inter vivos) gifts to their heirs in 2012, when the current federal gift tax exemption is $5.12M, and the federal gift tax rate is 35%. We don’t know what … Continue reading

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What is a Living Trust?

1. What is a living trust? It is a written legal document that partially substitutes for a will. With a living trust, your assets (your home, bank accounts and stocks, for example) are put into the trust, administered for your … Continue reading

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