Available Literature

Information is power. The more you know, the more you can provide for yourself and protect yourself and your family. We are happy to make the following information available to you upon your request:

Understanding Estate Planning And Living Trusts : This 16-page booklet provides you with basic coverage of the elements of a foundational estate plan and how you can gain control with proper planning.

Understanding Estate Taxes : This pamphlet covers basic as well as more complex estate tax reduction strategies, including by-pass trust planning, gifting options, charitable planning and more.

Understanding Living Trusts : An abbreviated version of the booklet Understanding Estate Planning And Living Trusts , this pamphlet briefly covers foundational estate planning concepts, including how to avoid probate, minimize taxes and more.

A Survivor's Guide – What To Do When You Lose A Loved One : Our Survivor's Guide is a resource intended to provide answers to frequently asked questions facing a family that has recently lost a loved one. Focusing first on the emotional needs of the family and secondly on logistical issues, this is a helpful resource in an unsettling time.

Selecting the Proper Fiduciary – The Key To Ensuring The Future Of Your Estate Planning : This article provides guidance in the area of selecting the proper individuals and/or institutions to designate in your estate planning documents and to entrust with the task of carrying out your wishes.