Irvine Blackman, Brian I. Whitlock

A System for Estate Planning

Using a network of professionals will help you keep all your wealth in the family.

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Basics

Estate Planning Basics

Knowing your estate tax liabilities is the first step.

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Two Basic Strategies for Estate Planning

They’re pretty simple: Use life insurance to increase your tax-free wealth, then establish a comprehensive plan for what happens to that wealth after you die.

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Succession Plan Solutions

With the right plan, you can ensure that the business you worked so hard to build will live on even after you retire.

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Winning the Estate Tax Game

Here are 10 valuable do’s and don’ts for estate owners.

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All in the Family

It is possible to pass along hard-earned wealth to your heirs, surrendering as little of it as possible to the estate-tax monster.

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Asking the Right Questions

The right plan for your estate will be tailored specifically to your goals and your assets, and other facts and circumstances that are unique to you.

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Strategies for Slaying the Tax Monster

Seasoned advisors can steer you toward techniques that best fit your situation.

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Lifetime Planning

The typical estate plan might earn an “A,” but without an accompanying lifetime plan, it fails the course.

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Seven Wonders of the Estate-Tax-Saving World

Use these strategies in your lifetime plan to make sure all your assets go to your heirs tax-free.

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Selling to a Key Employee without the Tax Fallout

An intentionally defective trust makes it possible for the employee to afford the purchase and for the seller to receive the full purchase price.

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Successful Succession

Don’t lose your LEG to the tax collector. Make sure you have a lifetime plan for keeping it in the family.

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