- TLG PLANNING BLOG
- GENERAL EDUCATIONAL ARTICLES
- 2-MINUTE VIDEOS
- CASE STUDIES
- DICTIONARY OF ESTATE PLANNING TERMS
- HELPFUL LINKS
We are very proud of our blog, and update it regularly. We post both original and third-party content relating to all things Estate Planning, Trusts, Asset Protection, and Estate Administration. If you any suggestions for future posts, please let us know. Our blog can be found here.
Basic Estate Planning
Advanced Estate Planning
Asset Protection Planning
- Resources for Beneficiaries
- After the Death of a Loved One (COMING SOON)
- The Ugly Truth About Probate (COMING SOON)
- The Basics of Trust Administration (COMING SOON)
A Brief Overview of The Taxes Associated with Death and Estate Planning (2:54)
The HEMS Clause: Smart Distributions to The Next Generation (2:22)
Coming Soon . . .
We will be posting 2-Minute videos every week or so. If you have any topic suggestions, please email me at Bryan@TrustLegalGroup.com.
Single Individual - $2M Estate [Angus MacGyver]
A single individual with an average-sized estate does not have to worry about estate taxes, but does need to think outside the box a bit when it comes to distributing his estate, as natural beneficiaries, such as children, are not present. Furthermore, the lack of a natural agent (spouse) also creates planning issues that need to be addressed.
Married Couple (Blended Family) - $2M Estate [Mike and Carol Brady]
Although a married couple with a moderate-sized estate may not be in danger of estate tax exposure, a more-than-basic estate plan may be needed where there are children from prior marriages. Even if the children are to be treated equally, protections need to be in place after the death of the first spouse to die.
Coming Soon . . .
- Married Couple (Traditional Family) - $1M Estate (Homer and Marge Simpson)
- Higher Net Worth Married Couple - $5M Estate (Thurston and Eunice Howell)
- Solo Business Owner - $4M Estate (Professor Farnsworth and Planet Express)
- Business Owner with Partner - $4M Estate (Carly, Sam, and Freddy and iCarly)
There are many uniquely different terms used in the world of Estate Planning, Trusts, and Asset Protection. There are also many words that, when used in this context take on a completely different meaning. For a perpetually-growing list of estate planning terms and definitions, please visit here.
There are a ton of online resources out there on both private and government websites. In addition to basic educational blogs and academic resources, there are also forms, tax information, and other help on various government sites. For a list of helpful online resources, please visit here.