Estate Planning Brochures

Use the following brochures to learn more about estate planning and types of trusts.

Brochures are in PDF format. Download Adobe Acrobat Reader if you are unable to view these documents.
Personal Guide to Estate Planning Your Personal Guide to Estate Planning. Explains in detail exactly what is involved in estate planning and why it is important to have an estate plan.
Contemporary Estate Planning for Married Couples New issues facing contemporary estate planning for married couples because of the increased personal estate tax exemption and the ability for a spouse to carry over and utilize the unused portion of a deceased spouse's estate tax exemption.
Blended Families and Domestic Partners Providing for blended families and domestic partners in your estate plan.
Minor Children's Trust Benefits of a Minor Children's Trust.
Special Needs Trust Benefits of a Special Needs Trust.
Personal Adult Management Trust Benefits of receiving your inheritance in a Personal Adult Management (PAM) Trust over outright distributions.
Preservation of Assets Trust Benefits of establishing a Preservation of Assets (PAT) Trust for certain assets.
Qualified Individual Conduit Trust Benefits of naming a Qualified Individual Conduit (QIC) Trust as the beneficiary of your Individual Retimrement Accounts (IRA), pensions, profit sharing plans, and other retirement plans.
Irrevocable Life Insurance Trust Benefits of establishing an Irrevocable Life Insurance Trust (ILIT) for your life insurance.
Charitable Remainder Trust Benefits of establishing a Charitable Remainder Trust (CRT).
Qualified Personal Residence Trust Benefits of establishing a Qualified Personal Residence Trust (QPRT) for your personal residence.