Estate and Tax Planning
On this page, we’ve gathered materials which might be useful to those involved in estate and tax planning matters. 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 Individuals
This version of our Estate Planning Questionnaire is for an individual.
Tax Basics of Estate Planning
A primer on transfer taxes
Per Capita vs. Per Stirpes
Description of choices for the allocation of shares among your descendants
Selection of Personal Representative, Trustee, Guardian of your minor children, etc.
Asset Transfers Between Spouses
Important information for married couples considering transfers of assets from one spouse to another
Important information for those moving out of state
Special Needs Trusts
Information concerning trusts for individuals with disabilities
- Life Insurance Trusts
- Gifts to Minors