Forms, Checklists and Flow-Charts

QUESTIONNAIRES:

        Estate Planning Questionnaire

        Probate & Trust Administration Questionnaire

        Documents to Bring to Your First Appointment

ESTATE PLANNING:

        Reasons to Plan Your Estate

        The Basics of Wills & Trusts

        How to Fund Your Living Trust

        Advantages and Disadvantages of Wills

        Flow-Chart of Basic Will Plan for Couple with Adult Children

        Estate Planning Steps

        Estate Tax Planning for Married Couples #1

        Estate Tax Planning for Married Couples #2 

        Flow of Assets from a Marital Gross Estate

        Living Trust Coupled With Life Insurance Trust

        Life Insurance Trust Coupled With Dynasty Trust

        Types of Irrevocable Trusts

        Cost Differences Between Gifts of Cash and Appreciated Stock

        Discounted Dollar Plan for Married Couple

        Discounted Dollar Plan for Single Person

        Per Stirpes vs. Per Capita

        Distribution Per Stirpes

        Distribution Per Capita

        Escaping Gift Taxes

        Family Relationship Chart

        Giftmark Checklists

        Life Insurance Settlement Cases

PROBATE AND TRUST ADMINISTRATION:

        Probate & Trust Administration Questionnaire 

        Administrative Checklist for Decedents' Probate Estates 

        The Prudent Investor's Code of Conduct (for Trustees & Executors)

        Federal Estate and Gift Tax Rates

        Income Tax Rates for Estates and Trusts

        Summary of Income Tax Deduction Rules for Charitable Gifts

        Law of Intestacy

MISCELLANEOUS:

        Personal Estate Information Organizer

        Inheritance Attitudes

        Estate Values that Increase Over Time 

        IRA Beneficiary Designation Chart

        Required Minimum Distribution Uniform Lifetime Table

        Table of Consanguinity (Legal Heirs At-Law)

        Life Expectancy Tables