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Tax Planning Templates

All Templates

Tax Planning Templates

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Federal Estate Tax Escapes

Federal Estate Tax Escapes

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Charitable Gift Annuity with a Family Foundation

Charitable Gift Annuity with a Family Foundation

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Combination of Revocable Living Trust, Marital Trust, QTIP Trust and ILIT

Combination of Revocable Living Trust, Marital Trust, QTIP Trust and ILIT

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QTIP Family Medical Trusts

QTIP Family Medical Trusts

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Estate Tax Planning for Couples

Estate Tax Planning for Couples

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Federal Estate Taxable Inclusions

Federal Estate Taxable Inclusions

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Federal Gift Tax Escapes

Federal Gift Tax Escapes

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Ownership and Taxation of Life Insurance Claims

Ownership and Taxation of Life Insurance Claims

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Reverse QTIP Trust

Reverse QTIP Trust

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Typical Components of the Discounted Dollar Plan

Typical Components of the Discounted Dollar Plan

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Discount Dollar Plan for Married Couples for Various Estate Sizes and Ages

Discount Dollar Plan for Married Couples for Various Estate Sizes and Ages

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Discounted Dollar Plan for Single Persons for Various Estate Sizes and Age - Male

Discounted Dollar Plan for Single Persons for Various Estate Sizes and Age - Male

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EGTRRA 2001 Estate and Gift Tax Schedule

EGTRRA 2001 Estate and Gift Tax Schedule

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Federal Estate and Gift Tax Rates

Federal Estate and Gift Tax Rates

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Federal Estate Tax Chart

Federal Estate Tax Chart

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Federal Gift Tax Chart

Federal Gift Tax Chart

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Giftmark Checklists

Giftmark Checklists

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Income Tax Rates for Estates and Trusts

Income Tax Rates for Estates and Trusts

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Summary of Income Tax Deduction Rules for Charitable Gifts by Individuals

Summary of Income Tax Deduction Rules for Charitable Gifts by Individuals

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