Preserve your legacy

Articles

Download an article by clicking the DOWNLOAD button below.

Electronic Execution of Estate Planning Documents - A New Way to Create Your Plan (pdf)

Download

Profits Interests - LLC Equity Incentive for Key Employees (pdf)

Download

Limited Liability Company Conversions - Taking Advantage of a Tax Chameleon (pdf)

Download

Trust Planning Under the SECURE Act - It's Time to Review Your Estate Plan (pdf)

Download

Backdoor Roth IRA - An IRS Sanctioned Loophole (pdf)

Download

Retirement Benefit Planning - Protect Your Nestegg (pdf)

Download

Lifetime QTIP Trust - You Can Teach an Old Dog New Tricks (pdf)

Download

Rolling GRATs - Perpetual Estate Tax Savings (pdf)

Download

Trust Protectors - Ensuring the Future of Your Trust (pdf)

Download

Ohio Legacy Trusts - Hang on To Your Buckeyes (pdf)

Download

Insurance Backed Buy-Sell Agreements - Leaving a Legacy Through Your Business (pdf)

Download

LLCs and Charging Order Protection - Why Single Member LLCs Are Not Always Enough (pdf)

Download

Family Limited Liability Company (FLLC) - Have Your Cake and Eat it Too (pdf)

Download

Tenancy by the Entirety - A Trap for the Unwary (pdf)

Download

Qualified Personal Residence Trust (QPRT) - Freezing the Summer Home (pdf)

Download

Spousal Lifetime Access Trust (SLAT) - A Perfect Opportunity (pdf)

Download

Florida Land Trusts - When Privacy Matters (pdf)

Download

Probate in Florida - What You Need to Know (pdf)

Download

Checklists

Download a checklist by clicking the DOWNLOAD button below.

End of Life Planning Checklist (pdf)

Download

Post-Mortem Checklist (pdf)

Download

Questionnaires

Download a questionnaire by clicking the DOWNLOAD button below.

Estate Planning Questionnaire - Single Individual (pdf)

Download

Estate Planning Questionnaire - Opposite Sex Couple (pdf)

Download

Estate Planning Questionnaire - Same Sex Couple (pdf)

Download

Probate Questionnaire (pdf)

Download

LLC Formation Questionnaire (pdf)

Download