Estate Planning:

Leveraging Digital Accounts & Assets Access Strategies (Document Vaults); Asset Titles & Beneficiary Designations; Four Simple Estate Planning Documents; & Donor Advised Funds to Transfer Assets & Values

Recently Released!!!
Date Published: March 6, 2024
Summary PowerPoint Deck: 260 Slides
Reference PowerPoint Deck: 1,021 Slides

The purpose of this research is to provide readers with a comprehensive understanding of the growing consumer demand for estate planning services, often delivered through digital accounts & assets access strategies (document vaults), asset titles & beneficiary designations, financial powers of attorney, living wills & health care directives, wills, and revocable living trusts, irrevocable trusts, donor advised funds, community foundations, and private foundations. This research is part of Tiburon's broader coverage of financial planning.

This research begins with a context setting chapter including a review of estate planning objectives, including:

  • Orderly Disposition of Assets
  • Avoiding Probate
  • Managing Estates in Light of Various Family Structures
  • Controlling Heirs (Managing From the Grave)
  • Planning for Special Needs Children
  • Planning for Pets
  • Transferring Assets Tax Efficiently
  • Making Charitable Contributions
  • Managing Own Incapacity
  • Protecting Estates from Creditors & Lawsuits
This research addresses the key historical phases of estate planning, including:

  • Estate Tax Emergence Phase
  • Estate Tax Management Phase
  • Broadening Estate Tax Exemption Phase
  • President Biden Estate Tax Re-Evaluation Phase
This research defines key estate planning methods & techniques, including:

  • Digital Accounts & Assets Access Strategies (Document Vaults)
  • Asset Titles & Beneficiary Designations
  • Core Four Basic Estate Planning Documents (Financial Powers of Attorney, Living Wills & Health Care Directives, Wills, and Revocable Living Trusts)
  • Irrevocable Trusts
  • Donor Advised Funds
  • Community Foundations
  • Private Foundations
This research addresses key estate planning strategic advisors, including:

  • Financial Advisors
    • Full-Service Brokerage Firms
    • Independent Advisors
    • Insurance Agents
  • Law Firms (Trusts & Estates Business)
  • CPA Firms (Tax & Financial Planning Business)
  • Corporate Trustees
    • Retail Banks (Bank Trust Departments)
    • Independent Trust Companies
And this research makes several future predictions for estate planning, including:

  • Potential But Unlikely Substantial Impacts From Current Proposals to Lower Estate Tax Exemption Amount, Eliminate Carried Interest Provision, &/or Eliminate Stepped Up Basis Provision
  • Moderate (or Possibly Substantial) Growth in Estate Planning
  • Continuing Dominance of Need for Basic Estate Planning (Digital Accounts & Assets Access Strategies (Document Vaults); Asset Titles & Beneficiary Designations; Core Four Basic Estate Planning Documents (Financial Powers of Attorney, Living Wills & Health Care Directives, Wills, and Revocable Living Trusts))
  • Moderate (or Possibly Substantial) Growth in Charitable Giving
  • Fastest Growth in Donor Advised Funds Amongst Charitable Giving Strategies

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