Estate and Tax Management Tools

1. Trust Planning

1.1. SLATs

1.2. GRATs

1.3. SPATs

1.4. IDGTs

1.5. Fund Irrev trust accounts for family beneficiaries

2. Other Strategies

2.1. Family Loan

2.2. FLPs

3. Insurance Planning

3.1. ILITs

3.2. MECs

4. Gifting

4.1. 529 Frontloading for grandkids

4.2. Annual Gift up to limits

4.3. Pay a bill (medical or education)

4.4. Outright gift off estate exemption

4.5. Upstream gifting

5. Tax Planning Strategies

5.1. Roth Conversions

5.2. Tax Deferred Annuities

6. Charitable Strategies

6.1. QCDs

6.2. Charitable Annuities

6.3. DAFs

6.4. CRUTs/ CRATs/ CLTs