Educational materials covering more in-depth planning scenarios and FAQ's.
8 articles
Blended Family ConsiderationsIdeas to assist blended families with their unique Estate Plan preparation.
Special Needs Trust
What is a Disclaimer Trust?Learn what a Disclaimer Trust is, and how does it relate to a Trust-Based Estate Plan.
What is a QDOT?What are the basics and advantages/disadvantages of a Qualified Domestic Trust?
What is an AB Trust?What is an AB Trust, and how does it relate to a Trust-Based Estate Plan? What will the execution of the AB Trust Provisions entail?
What is a QTIP Trust?Learn what a QTIP Trust is and its function within a comprehensive Estate Plan.
The Potential Consequences of Dying IntestateWhat does it mean to die intestate? How will this affect your family and loved ones?
Gross vs. Taxable EstateUse the breakdown below to help describe the difference between a client's Gross and Taxable Estate.