Articles

Retirement Benefit Planning - Protect Your Nestegg (pdf)

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

Rolling GRATs - Perpetual Estate Tax Savings (pdf)

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

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

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

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

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

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

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

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

Florida Land Trusts - When Privacy Matters (pdf)

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

Estate Planning Questionnaire - Single Individual (pdf)

Estate Planning Questionnaire - Opposite Sex Couple (pdf)

Estate Planning Questionnaire - Same Sex Couple (pdf)

Probate Questionnaire (pdf)

LLC Formation Questionnaire (pdf)