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Vanilla, a leading provider of innovative estate planning software, today announced an expanded set of features for Vanilla Document BuilderTM, the modern document creation engine within the Vanilla Estate Advisory Platform. Financial advisors using...
For those who want to avoid the court-controlled process that takes place after a person’s death (known as “probate”) — using a Revocable Living Trust is typically the best way to do so. This document allows a married couple or a single individual to direct what shall happen to their assets and possessions. It will also indicate who will be in charge of carrying out those instructions, without the need for the involvement of a probate court judge.
For those who want to avoid the court-controlled process that takes place after a person’s death (known as “probate”) — using a Revocable Living
The November Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5.6%, which is up from 5.4% in October.
November Interest Rates for GRATS, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts - The November Section 7520 rate for use...