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February 2015 Archives

Tips for including non-probate assets in an estate plan

Certain types of assets may not be subject to probate, such as contractual designations, but that doesn’t mean that an estate plan can’t address them, along with probate or trust property. Indeed, beneficiary designations of non-probate property like 401(k) plans or life insurance might be titled in the name of a trust. But why would you title a life insurance or retirement policy in the name of a trust, you ask?

What is the trust-fund loophole?

The so-called "trust-fund loophole" became a national news item when President Obama referenced it in his recent State of the Union address. The phrase refers to the step-up basis applied to inherited assets.

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