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?