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Grantor Retained Annuity Trusts

January 5, 2011 by Roger Levine, Estate Planning Attorney

When you are planning your estate you want to be cognizant of all of your options. There are many different estate planning vehicles that can be utilized to address certain situations, and this is why it is advisable to work with a professional. When an experienced estate planning attorney absorbs what you are trying to accomplish and then examines … [Read more...]

Filed Under: Estate Planning, Wills & Trusts Tagged With: Estate Planning, inheritance planning, Wills & Trusts

Maintaining Privacy & Control With Revocable Living Trusts

December 13, 2010 by Roger Levine, Estate Planning Attorney

One of the primary reasons why some estate planning attorneys have traditionally recommended revocable living trusts would be to enable probate avoidance. However, there are many other reasons that people choose this method of estate planning. For example, one reason why a revocable living trust may be used as an alternative to a will is to … [Read more...]

Filed Under: Estate Planning, Wills & Trusts Tagged With: Estate Planning, Revocable Living Trusts, Wills & Trusts

A Look At QPRTs

November 17, 2010 by Roger Levine, Estate Planning Attorney

Since the 2009 exemption was $3.5 million, the return of the estate tax with an exclusion amount of just $1 million in 2011 is leaving a lot more people vulnerable. For many, the value of their homes is what is going to drive the total worth of their estate over that figure, so this is the area that they need to focus on. An estate planning tool … [Read more...]

Filed Under: Advanced Planning, Estate Planning, inheritance planning, Wills & Trusts Tagged With: Estate Planning, inheritance planning, QPRTs, Wills & Trusts

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East Brunswick (Main Office)
F-3 Brier Hill Ct.
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Phone: (732) 238-6000

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