What is Below The Grass Planning™?

28 Sep 2015

When the team at Cornerstone Financial Strategies discuss legal planning for after death, we refer to it as Below the Grass Planning™. Estate planning involves more than just arranging for the disposition of your money and other assets when you die. It should be done in tandem with Above the Grass Planning™ You should make advance provisions to transfer control to someone else, either temporarily or permanently, for financial, legal, and medical matters*.

Following is a summary of some specific elements we address as part of Below the Grass Planning™:

  • Last Will & Testament
  • Testamentary Trusts
  • Disclaimer Trusts
  • Marital, Credit Shelter, Family and/or Bypass Trusts
  • Qualified Terminal Interest Property Trusts (QTIP)
  • Conduit Trusts
  • Tax-Sensitive Language Review
  • Irrevocable Life Insurance Trusts (ILIT)
  • Charitable Lead Trusts (CLAT)
  • Charitable Remainder Annuity Trusts (CRAT)
  • Charitable Remainder Unitrusts (CRUT)

To find out more on Below the Grass Planning™ or to contact us directly.

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Brad Berger
Brad Berger

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