Archive for the ‘Estate & Trusts’ Category

Estate planning Q&A: Qualified Personal Residence Trusts Explained

Reduce estate taxes? Qualified Personal Residence Trusts (QPRT) can be a valuable tool to make a lifetime transfer of your home to your family, still enjoy the home during your life, and potentially reduce your estate taxes.

Essential estate planning documents

Estate planning is an essential part of financial planning for all individuals, regardless of age or asset level. Learn which documents are essential for any estate plan and about other estate planning tools that may benefit you depending on your circumstances.