Estate Planning Checkup

Consider the following when thinking about your estate. Use these questions to help you evaluate where you are in the estate planning process. Have

Estate Planning Definitions

Annual Gift Tax Exclusion The amount of money that one person can transfer to another during a calendar year without being required to file a gift tax return or reducing their unified credit for estate taxes.

Definitions for Incapacity Planning

Conservatorships/Guardianships A court-supervised proceeding to name an individual or entity to manage the affairs and assets of an incapacitated person. In incapacity planning, this

Advanced Estate Planning Topics

You’ve worked hard your whole life to provide for your family and make your loved ones more secure. Without advanced estate planning strategies…

Caring for Your Pets

Have you seriously considered what will become of your faithful companion – your beloved pet – upon your death or disability? If not…

Estate Planning for Non-Traditional Families

Nontraditional families take many forms – a grandmother raising a grandchild via an informal custodial arrangement, an unmarried couple with children and perhaps stepchildren

WHAT DO TRUSTEES DO? A HANDBOOK FOR TRUSTEES

INTRODUCTION ……………………………………………………………………1THE TRUST ……………………………………………………………………………2 WHAT IS A TRUST? ……………………………………………………………………..2 THE REVOCABLE LIVING TRUST DOCUMENT ………………………………….2 WHAT MAY A TRUST DO? …………………………………………………………….4 AVOIDING LIVING