Do you want to give what you have, to whom you want, the way you want, and when you want and at the lowest possible tax cost? Are you concerned about your family and business and want to protect the assets you have worked hard for from unnecessary red tape, taxation, creditor attack or other planning pitfall?
Are you just beginning to learn about estate planning and are interested in the basics of wills, living trusts and powers of attorney and probate? Do you have questions about advanced estate planning strategies like charitable remainder trusts, family limited partnerships, intentionally defective grantor trusts, qualified personal residence trusts and others? If yes is the answer, this learning center is for you.
We recommend starting with our Frequently Asked Estate Planning Questions (FAQs) to familiarize yourself with basic concepts and current tax and probate laws. We have several on-line slide presentations. Full color slides and accompanying text will introduce you to important issues with real life examples. Use the Estate Tax Calculators to estimate your taxes. Please note, that we have 2 calculators, one for the federal estate tax and the other to estimate your Minnesota Estate Tax, which has lower exemption of $1,000,000.
For more advanced information see the Articles area.
We welcome questions from other professionals regarding advanced estate and income tax planning. Call us about cabin trusts and LLCs for family cabins and recreational property