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Lifetime QTIP Trusts – The Gift That Keeps Giving

What is a Lifetime QTIP Trust? One traditional estate planning model for married couples makes use of the “AB Trust” strategy.  After the first spouse dies, the “B Trust” holds an amount equal to the federal estate tax exemption (currently $5.34 million in 2014), and...

How to Minimize Legal Fees After Death

How to Minimize Legal Fees After Death Death is a costly business.  Aside from funeral expenses, legal fees can take a big chunk out of how much is left for your loved ones after you’re gone. But it doesn’t have to be this way.  Careful planning can minimize the legal...

Lifetime QTIP Trusts – The Gift That Keeps Giving

Lifetime QTIP Trusts – The Gift That Keeps Giving Estate planning for married couples can be tricky when one spouse is significantly wealthier than the other and each spouse wants different beneficiaries to ultimately inherit their estate.  One solution to this...