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Estate Planning

Basic

  • Last Will and Testament
  • Revocable Living Trust
  • Unlimited Marital Deduction
  • Q-Tip Trust
  • Transfer Documents
  • DPOA-General
  • DPOA-Health
  • Annual and Lifetime Gifting

Sophisticated

  • Irrevocable Life Insurance Trust
    Generation-Skipping Tax
    Family Limited Partnerships
  • Family Asset Protection
  • Joint Purchases
  • Private Annuities
    Grantor Retained Unitrust
    Grantor Retained Annuity Trust
    Grantor Retained Residence Trust
  • Charitable Gifting
    Outright Gifts
    Charitable Remainder Unitrust
    Charitable Remainder Annuity
    Pooled Income Fund
    Split Interest Charitable Gifting
  • Installment Sales
  • Private and Public Foundations

Click here go to the Ruyle Brewer Estate Planning Learning Center