Preserve your legacy

Forms

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Designation of Health Care Surrogate (pdf)

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Living Will (pdf)

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Articles

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Business Succession Planning - Secure Your Family's Future (pdf)

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Florida Homestead Portability - Save Your Homestead Exemption (pdf)

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Dynasty Trusts - Preserve Your Legacy (pdf)

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

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

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

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

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Backdoor Roth IRA - An IRS Sanctioned Loophole (pdf)

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Retirement Benefit Planning - Protect Your Nestegg (pdf)

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

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Rolling GRATs - Perpetual Estate Tax Savings (pdf)

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

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

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

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

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

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

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

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

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Florida Land Trusts - When Privacy Matters (pdf)

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

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Checklists

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End of Life Planning Checklist (pdf)

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Post-Mortem Checklist (pdf)

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Questionnaires

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Estate Planning Questionnaire - Single Individual (pdf)

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Estate Planning Questionnaire - Opposite Sex Couple (pdf)

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Estate Planning Questionnaire - Same Sex Couple (pdf)

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Probate Questionnaire (pdf)

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LLC Formation Questionnaire (pdf)

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