Institutional-grade education on estate planning trusts — built for American families who want to understand their options before engaging professionals.
The Tax Cuts and Jobs Act doubled the estate tax exemption — but it sunsets after 2025. Learn what the TCJA means for your family's estate strategy and why action now is critical.
Read GuideLock in your estate tax exemption while retaining indirect access through your spouse. The SLAT is one of the most popular pre-sunset planning strategies for married couples.
Read GuideRemove life insurance proceeds from your taxable estate entirely. Discover how ILITs create tax-free wealth transfer and liquidity for estate obligations.
Read GuideTransfer wealth across multiple generations while minimizing estate, gift, and GST taxes. Learn how Dynasty Trusts can protect family assets for centuries.
Read GuideShield assets from future creditors while maintaining some beneficial interest. Understand which states allow self-settled asset protection trusts and key requirements.
Read GuideProtect your home and savings from Medicaid spend-down requirements. Learn the 5-year lookback rule, timing strategies, and what assets to transfer.
Read GuideSupplement a loved one's quality of life without disqualifying them from SSI or Medicaid. Explore first-party, third-party, and pooled trust structures.
Read GuideProtect inherited assets from a beneficiary's creditors, lawsuits, and poor financial decisions. Learn how spendthrift clauses work and when they apply.
Read GuideTransfer appreciation on assets to heirs with minimal or zero gift tax. Understand zeroed-out GRATs, the Section 7520 rate, and rolling GRAT strategies.
Read GuideTransfer your home to heirs at a deeply discounted gift tax value while continuing to live in it. Discover how QPRTs freeze property values and reduce taxable estates.
Read GuideSell highly appreciated assets while deferring capital gains taxes through installment sale treatment. Learn how DSTs compare to 1031 exchanges and what the IRS scrutinizes.
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