Burr-Law - Estate Planning Lead Magnet - Flipbook - Page 3
Table of Contents
Minimizing Estate and Inheritance Taxes
06
8.1 Federal Estate Tax
8.2 State Inheritance and Estate Taxes
8.3 Gifting Strategies
Business Succession Planning
06
9.1 Buy-Sell Agreements
9.2 Family Limited Partnerships
9.3 Key Employee Insurance
Life Insurance and Long-Term Care Planning
07
10.1 Life Insurance
10.2 Long-Term Care Insurance
Charitable Giving
07
11.1 Donor-Advised Funds
11.2 Charitable Trusts
11.3 Private Foundations
Protecting Your Digital Legacy
07
12.1 Inventory of Digital Assets
12.2 Accessing and Transferring Digital Assets
12.3 Digital Legacy Planning
Keeping Your Estate Plan Up to Date
08
13.1 Regular Reviews
13.2 Life Events that Trigger Updates
13.3 Working with Your Estate Planning Team
Conclusion
08