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  Brochures
   

We have provided brochures covering various topics that may come up in your Estate Planning process. Please feel free to download and print any of the following.

In the meantime, contact us to learn more about how we can help.

Advanced Planning Techniques

Charitable Remainder Trusts

Asset Protection

Family Limited Partnerships

Private Foundations

Opportunity Shifting

Irrevocable Insurances Trusts

Deducting Qualified Family-Owned Business Interests

Balancing Benefits to the Children with a Common Pot Trust

Ensuring the Success of Death Bed Gifts

Estate Administration - Costs at the Death of the First Spouse

Estate Planning for IRAs and Qualified Plans

Funding, and Some of the Road Blocks, Your Revocable Living Trust

Gereration Skipping Transfer Tax Planning

Gift Tax Planning for the Non-Citizen Spouse

Legal Challenges to Your Estate Plan

Making Gifts for Children or Grandchildren

Medicaid Planning with the Irrevocable Five Year Look Back Trust

Non Tax Reasons to Estate Plan

Protecting the Inheritance of a Special Needs Child

The 'Real' Meaning of Long Term Health Care

Using the Beneficiary Controlled Trust

Who's Who and What's What in and LLC?

 

   

 

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