Resources

Estate and Tax Planning

On this page, we’ve gathered documents that might be useful to those involved in estate and tax planning matters. And please feel free to reach out to us if you have any questions.

• Questionnaire for Married Couples

  Our Estate Planning Questionnaire is designed to collected relevant information that can affect your estate plan. We ask that you complete it as fully as you can before meeting with us for the first time. This version is for married couples.

• Questionnaire for Unmarried Couples

  This version of our Estate Planning Questionnaire is for partnered but unmarried couples.

• Questionnaire for Single People

  This version of our Estate Planning Questionnaire is for single people.

• Fiduciary Choices

  Selection of Personal Representative, Trustee, Guardian of your minor children, etc.

• Asset Transfer Between Spouses

  Important information for married couples considering transferring assets from one spouse to another

• Tax Basics of Estate Planning

  A primer on transfer taxes

• Chart of Tax Plan
• Per Capita vs. Per Stirpes

  Description of choices for the allocation of shares among your descendants

• Domicile Change

  Important information for those moving out of state

• Special Needs Trusts

  Information concerning trusts for individuals with disabilities

• Life Insurance Trusts
• Gifts to Minors