Client Bulletins:
The purpose of the Client Bulletins is to provide you with some information regarding the estate planning process. Legal advice varies depending on the facts; for that reason, the information in the Client Bulletins should not be acted on without consulting a lawyer and is advertising material.
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• Preparing Your Family's Financial Security discusses two methods of property management and distribution, the revocable living trust and the will. And what happens if you die without a will.
• Living Will or Durable Power of Attorney for Health Care discusses these two important estate planning documents as well as the durable power of attorney for property.
• Using Trusts in Estate Planning discusses the various types of trusts that are available and that can be created depending on an individual's personal and financial objectives.
• The Estate Planning Organizer is the form my firm uses to gather information which is necessary in assessing my client's situation and in development of my client's estate plan.

The above calculation is to be used for estimating and informational purposes only. It is not intended to be relied on as legal or tax advice. You should contact a legal or tax professional familiar with gift and estate tax law.