Client Resources
For our clients’ convenience, we have compiled some of our most frequently referenced memos and questionnaires below. Feel free to contact us if you’re looking for something you don’t see here.
Questionnaires & Worksheets
Memoranda
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- Corporate Transparency Act: What is It?
- Corporate Transparency Act: What is a Company to do?
- Change of Domicile
- Fiduciary Choices
- Gifts to Minors
- Guidelines for Fiduciaries Following a Decedent’s Death
- Per Capita vs. Per Stirpes
- Primer on Supplemental Needs Trusts
- Primer on Transfer Taxes
- Transfers Between Spouses for Estate Planning
- Basic Estate Planning Concepts
- Premarital Agreements for First Marriages
- Premarital Agreements
- Irrevocable Life Insurance Trusts