Estate Planning Fundamentals

Estate Planning Fundamentals (2022) (pdf)

Tax and Estate Planning for Business Owners (pdf)

Fiduciary Duties and Responsibilities - What to Know When Serving as Trustee or Executor (pdf)

Florida Community Property Trust Act - Double Basis or Double Trouble (pdf)

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

Spousal Lifetime Access Trust (SLAT) - A Perfe (pdf)

UPDATE - Proposed Estate and Tax Law Changes (pdf)

Dynasty Trusts - Preserve Your Legacy (pdf)

Qualified Disclaimers - Thanks, but No Thanks! (pdf)

Donor Advised Fund vs Private Foundation - Finding the Best Way to Give (pdf)

Phantom Stock Plans - Incentivizing Key Employees with Golden Handcuffs (pdf)

Establishing Florida Residency - Taking Advantage of Sunshine State Law (pdf)

Revocable Trusts - Privacy and Protection for You and Your Family (pdf)

Ancillary Estate Planning Documents (pdf)

The Biden Effect on Estate Planning (pdf)

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

Florida Homestead Portability - Save Your Homestead Exemption (pdf)

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

Irrevocable Life Insurance Trusts - Ensuring Your Insurance is 100% Tax Free (pdf)

Modifying Irrevocable Trusts- Yes, It Can Be Done (pdf)

Profits Interests - LLC Equity Incentive for K (pdf)

Limited Liability Company Conversions - Taking (pdf)

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

Backdoor Roth IRA - An IRS Sanctioned Loophole (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)

Florida Land Trusts - When Privacy Matters (pdf)

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

Retirement Benefit Planning - Protect Your Nestegg (pdf)

End of Life Planning Checklist (pdf)

Post-Mortem Checklist (pdf)

Estate Planning Questionnaire (Single Individual) (pdf)

Estate Planning Questionnaire (Married) (Husband & Wife) (pdf)

Estate Planning Questionnaire (Married) (Client & Spouse) (pdf)

Probate Questionnaire (pdf)

LLC Formation Questionnaire (fillable) (pdf)

Designation of Health Care Surrogate (pdf)

Living Will (pdf)