Listed below are links to helpful articles on a variety of subjects. Please note that these articles are provided for general information only. Reading these articles is no substitution for obtaining your own legal counsel who will be familiar with your specific set of facts and circumstances.
Education for Homeowner Leaders
Here is some Clarity about the Estate Taxes for 2010, 2011, and 2012.
https://www.nytimes.com/2011/02/13/business/yourtaxes/13estate.html/
Charitable Lead Trusts Are Looking Pretty Good Right Now.
https://www.nytimes.com/2011/07/23/your-money/estate-planning/charitable-lead-trusts-draw-renewed-interest.html?_r=1&partner=rss&emc=rss
What's the Deal with the Estate Tax in 2010?
https://moneywatch.bnet.com/retirement-planning/article/estate-tax-what-you-need-to-know-for-2010/378294/
A Guide to the Administration of Decedent's Estates in Virginia
https://216.230.13.18/adminguide.pdf
What is an "AB Trust"? (Tax Planning for Married Couples)
https://wills.about.com/od/overviewoftrusts/a/abtrust.htm
Methods of Distribution: Per Capita vs. Per Stirpes
https://en.wikipedia.org/wiki/Per_stirpes
Answers to Frequently Asked Questions on Gift Taxes
https://www.irs.gov/businesses/small/article/0,,id=108139,00.html
Annual Gift Exclusion
https://wills.about.com/od/termsbeginningwitha/g/annualexclusion.htm
Do Not Name Minors as Beneficiaries of Life Insurance
https://www.newyorklife.com/nyl/v/index.jsp?contentId=12034&vgnextoid=7a5ece94229d2210a2b3019d221024301cacRCRD
Irrevocable Life Insurance Trust (ILIT)
ezinearticles.com/
The Qualified Personal Residence Trust -- Nice Tax Advantages
en.wikipedia.org/wiki/Qualified_personal_residence_trust
Business Succession
Family Business Planning, Overview
https://sbinfocanada.about.com/cs/buysellabiz/a/succession1.htm
Six Strategies for Succession Planning
https://articles.practice.findlaw.com/2008/Aug/20/500.html
Making a Smooth Transition of the Family Business
https://www.kiplinger.com/features/archives/2008/05/krr_passing_on_the_family_business.html
Using Insurance to Aid in the Succession Plan
(For information only; we have no affiliation with ING)
https://www.ing-usa.com/us/businesses/businesscontinuation/index.htm
