Informational Literature - PDF Format
10 Problems That Could Cost Your Family a Fortune -- and Their Solutions Through Proper Estate Planning
Have you performed your annual gifting yet
All I want for Christmas is my trust fund money!!
Basic planning for elderly care
Do I need a will?
Charitable giving - Help a good cause and get a tax benefit
Disclaiming your interest in someone’s estate
Does your estate plan need maintenance
Estate planning for the closely held business
Estate planning in the current economic climate
Estate planning issues for children
Estates Must File Form 706 to Make Portability Election
Estates should take advantage of the new IRS portability election law
Fairness in estate planning
Irrevocable Life Insurance Trust and how it works
Joint ownership of personal property and its effect on your estate
Power of Attorney v Conservatorship
Should I gift my house to the kids now or leave it in my estate?
Should I own my property in joint tenancy?
Should you advise your family and financial institutions about your estate assets?
Should you name a trust as the beneficiary of an IRA or other qualified retirement plan?
So this estate planning stuff really works!
Summer is over, now get busy planning
Surviving Spouses to Benefit from Portability Election
Tenants-in-common; another estate planning nightmare
The Charitable Remainder Trust-Part 1
The dreaded ancillary estate and how to avoid it
The Durable Power of Attorney and its effect on your financial matters
The dynasty trust and how it works
The executor’s role regarding claims to the estate
The Executor’s role
The gift tax exemption and how to use it in your estate plan
Trusts for minors, why do you need them and how do they work
Twelve of the most common situations that a qualified estate plan can avoid
Two family estate plans Part 1 of 2
Two family estate plans Part 2 of 2
Understanding the differences between probate and non-probate property
What is a bypass trust and how does it work?
What is a Family Limited Partnership?
What is a Living Will?
What is a Revocable Living Trust?
What is an LLC and how can you benefit by owning one?