You need more than a Will or Trust to round out your estate plan. Alhambra's Bob Williams lists other Must Have planning documents.
Revocable Living Trusts have become a very common estate planning technique. A Trust can replace a Will because it outlines how your assets are to be distributed. But a Trust can also protect your assets while you’re living and provide a process of caring for you if you become...
In 2012, the American Taxpayer Relief Act (ATRA) established, for the first time, a permanent estate tax and gift tax exemption. The exemption is the amount an individual can pass on at death without paying estate taxes. The legislation set the exemption at $5 million per person, indexed for...
