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Advanced Estate Planning


With January 2013 looming, change is about to happen - again - relative to the estate tax system in the united States.  A short video highlighting the changes slated for the end of 2012 and highlighting the window of opportunity for planning may be viewed at http://www.ifsguniversity.com/alert-window

Estate owners with more complex situations need to be aware of the tools available to them to achieve their estate planning objectives.  Such tools include:

  • The Dynasty Trust
  • Estate Freeze Planning
  • The Family Limited Partnership
  • Charitable Giving
  • Donor Advised Funds
  • Asset Protection Mechanisms

A short video on "Advanced Estate Planning" may be viewed at http://www.ifsguniversity.com/aeplanning

A more comprehensive E-Seminar on "Advanced Estate Planning", along with collateral articles on the topic, may be viewed at http://www.ifsguniversity.com/adv-estate-plan

IFSG University provides a select collection of educational resources intended to provide our clients, area employers and employees, friends as well as the general public with the information they need to help them in making informed financial decisions. IFSG University is not an accredited institution of higher learning.

Content is provided under license from Broadridge Investor Communication Solutions, Inc.

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Comment   |  7 years, 3 months ago from Plano, TX