Educational Materials
Estate planning can be complicated. We offer informational materials to help you better understand the need for estate planning, as well as the techniques that we may present to you as options.
- Depletion of an Estate by Taxes & Costs
Without proper preparation, a significant bite may be taken out of your estate for taxes and expenses. This flyer outlines what to be aware of.
View (PDF: 114KB) - Life Insurance for Estate Cash Needs
This flyer explains how life insurance may be used to meet estate liquidity needs, therefore leaving more assets for your heirs.
View (PDF: 114KB) - Using Life Insurance for Estate Equalization
Learn how an irrevocable life insurance trust funded with life insurance may help balance your estate for heirs.
View (PDF: 170KB) - Options for Minimizing Estate Taxes
This flyer briefly outlines a few of the methods available for helping to minimize estate taxes.
View (PDF: 107KB) - Avoiding Probate with a Revocable Living Trust
Understand the benefits and considerations of using a revocable living trust.
View (PDF: 114KB) - Bypass Credit Shelter Trust
This flyer explains how a bypass trust may be a good device for minimizing the estate taxes payable by a married couple.
View (PDF: 119KB)
For More Information
View additional estate planning materials from the Center for Rural Affairs Web site.
