Understanding Estate Taxes

Estate Planning > Presentation Topics > Estate Taxes

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  1. Introduction/Welcome
  2. Expenses that reduce your estate
  3. Individual estate tax exemption
  4. Determining your taxable estate
  5. Federal estate taxes
  6. 3 ways to reduce estate taxes
  7. Leaving everything to your spouse (A)
  8. Leaving everything to your spouse (B)
  9. Problems with Leaving Everything to Your Spouse
  10. Living trust with tax planning (A)
  11. Living trust with tax planning (B)
  12. QTIP trust
  13. Generation skipping transfer tax
  14. Qualified domestic trust
  15. Tax free gifts
  16. Appreciating assets are best to give
  17. Give assets to charity
  18. Remove insurance from estate
  19. How insurance trust works
  20. $3 million estate
  21. Life insurance (inexpensive way to pay estate taxes)
  22. Personal residence trust
  23. Grantor retained annuity trust (GRAT)
  24. Limited Liability Company (LLC) and Family Limited Partnership (FLP)
  25. Charitable remainder trust
  26. Charitable lead trust
  27. Private charitable foundation
  28. 3 ways to reduce estate taxes
  29. Six-step action plan
  30. Conclusion
 

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