Estate Planning

Subcategories

Learn how irrevocable trust taxes capital gains, minimizing tax liabilities and maximizing wealth transfer for beneficiaries & grantors alike.

Discover expert strategies at the Tax and Asset Protection Workshop to safeguard your wealth, minimize taxes, and secure your financial future.

Discover if a joint account is part of an estate, understanding ownership and inheritance laws, and how it affects your loved ones.

Discover what happens to credit cards when you die and how to prepare your estate with expert advice on credit card management after passing.

What happens to a car lease when someone dies? Learn how to handle a lease after a death, including termination and liability.

Learn if a joint bank account goes through probate after death, and what happens to shared assets, in this comprehensive guide.

Discover how federal law assume mortgage after death impacts heirs and beneficiaries, learn the steps to take and rights to claim.

Learn how Tax Deferred Trusts work, benefits, and strategies for minimizing taxes and maximizing wealth in this comprehensive guide.

Learn about payment on death bank accounts, also known as POD accounts, and how they help transfer funds to beneficiaries after your passing.

Learn key considerations for estate inherited IRA beneficiaries, including tax implications, distribution rules, and required minimum distributions.

Learn how a life insurance policy is treated in estate planning, including taxes, beneficiaries, and probate rules to understand estate distribution.

Learn how reverse mortgage after death affects heirs and estate. Understand the process, tax implications, and necessary steps for homeowners.

Learn if life insurance policy payouts are affected by probate after death, and how beneficiaries can receive payment quickly and efficiently.