For a better understanding of estate planning, visit:
Videos
Resources Regarding General Estate Planning
Myths and FAQs - Incapacity Planning
Myths and Frequently Asked Questions Regarding Incapacity Planning
Options for Avoiding Probate
Chart of the various "tools" you can use to avoid probate, with a description of how the "tool" works and what the benefits and risks of the "tool" are
Does Your Estate Plan Need to be Updated?
Flowchart to help you determine when to update your documents. (May 2022)
Couples with an Age Gap
Here is a questionnaire to help you address some common concerns. (March 2022)
How a Joint Trust Works
Don't want 2 separate trusts? Consider adding a joint trust to your estate plan! (February 2022)
Estate Planning Awareness
Why do you need an estate plan . . . or an estate planning attorney? (October 2021)
Trustee Scorecard
Trustee Scorecard
Three Ways Retirement Impacts Your Estate Plan
Three Ways Retirement Impacts Your Estate Plan
Piecing Together Your Estate Plan for Minor Children
Piecing Together Your Estate Plan for Minor Children
End-of-Life Wishes Checklist
Checklist for end-of-life wishes
How Does a Qualified Domestic Trust Work
Learn how a qualified domestic trust (QDOT) works and how it can help a surviving spouse who is not a US citizen defer having to pay substantial estate tax
Myths and Frequently Asked Questions - Planning for Millennials
Myths and FAQs - Planning for Millennials
How-a-Trust-Works--Diagram-.pdf
How a Trust Works
FAQs---Fiduciary-Roles-in-Estate-Planning.pdf
Fiduciary Roles in Estate Planning
Revocable Trust Timeline
Revocable Trust Plan Timeline
Resources Regarding Pets
Pet Care Informational Sheet
Simple Steps To Ensure Your Pets Are Cared For After Your Death (Sept 2021)
How Does a Pet Trust Fit in Your Estate Plan
Where a Pet Trust Fits in Your Estate Plan
FAQs - Planning for Pet Parents
Frequently Asked Questions - Planning for Pet Parents
Resources Regarding Wealth Transfer
How Does an Irrevocable Life Insurance Trust Work
How an Irrevocable Living Insurance Trust Works
What To Do With Your Vacation Home
Chart depicting interplay of titling, ongoing operation and succession after death (June 2022)
Your Thoughts On Money
Important Questions To Facilitate Wealth Transfer to Future Generations (Sept 2021)
Myths & FAQs - Multigenerational Planning
Important Conversations to Have About Money (Sept 2021)
How a Family Limited Partnership Works
How a Family Limited Partnership Works
How a Family Limited Partnership Works
How a Family Limited Partnership Works
How to Give Your Loved Ones Your Hard-Earned Life Savings
Chart with Examples, Pros, and Cons
Myths and FAQs - Helping Clients Give Away Their Money and Property
Q & A - Helping Clients Give Away Their Money and Property
Myths and Frequently Asked Questions - Planning for Noncitizen Spouses
Q & A - QDOT Planning for Noncitizen Spouse
How-Joint-Ownership-and-Beneficiary-Designations-May-Fail-to-Provide-the-Same-At-Death-Value-to-Beneficiaries--Diagram-.pdf
How Joint Ownership & Beneficiary Designations May Fail to Provide the Same At-Death Value to Beneficiaries
Resources Regarding Assets & Trust Funding
Right of Occupancy Checklist
Right of Occupany Checklist
Catalog of Art
Artists and collectors: use this form to catalog your art. (July 2022)
Four Steps to Keep Your Cryptocurrency Safe
Checklist to Ensure That You Don't Lose Your Cryptocurrency
Resources Regarding Probate
Basics of Probate Process
General Timeline for the Probate Process
How Does a Testamentary Trust Work
Administration of a Trust created through a Will
Myths and Frequently Asked Questions - Planning with Testamentary Trusts
Q & A Regarding Planning with Testamentary Trusts
Resources Regarding Employment
Important Questions to Ask After Landing Your New Job
Checklist To Ensure Your Financial & Estate Plans Reflect Your Employee Benefits (July 2021)
Four Ways to Protect Yourself When Self-Employed
Four Ways to Protect Yourself When Self-Employed
Resources Regarding Businesses
How an LLC Works
How an LLC works
New Reporting Requirements for Certain Entities
New Reporting Requirements for Certain Entities
Myths and Frequently Asked Questions Corporate Transparency Act
Q & A Regarding Corporate Transparency Act
General Resources
World Traveling Checklist
Planning for international travel can be exciting and sometimes stressful but there are things you should consider before you head out on your next adventure
Myths and FAQs - In Loving Memory
Planning Your Last Goodbye
Tools Your Loved Ones Can Use When You Need Help
Tools Your Loved Ones Can Use When You Need Help