Estate Planning Materials
The following materials are provided for the use of visitors to this Website. To access the materials, just click on the topic that you wish to view.
(1) Frequently Asked Questions Regarding the Estate Planning Process
(2) Special Report - Twenty Three Reasons (at Least) Why You Need to Prepare or Update Your Wills and Trusts Now
(3) Estate Planning with Trusts - An Overview
(4) Building Your Trust - Issues to Consider in Creating a Trust
(5) Important Federal Tax Law Changes Enacted December 2010
(6) Living Will Scenario (this one is for a little comic relief)
(7) Minutes to Evacuate - My thanks to one of my clients (you know who you are) who suggested that I compile information about what documents are important to "rescue" in an emergency. Here are my thoughts: minutesevacuate.pdf
(8) Email, Facebook and other Digital Assets - Your Personal Social Media Sites Survive Death - Read this short newspaper article published in the East Valley Tribune (Mesa, Arizona newspaper) about personal and financial files remaining after death - click on this link: digitalafterlifearticle.pdf
(9) Costly Mistakes Retirees Can Avoid - See: _ costly mistakes made by retirees.pdf
(10) A Fresh Look at Reverse Mortgages - Two articles point out some new views on the financial tool of a reverse mortgage - See aarp032012article.pdf and sj06172012reversemtgs.pdf
(11) Investment Advice - Who Can You Trust? See: _ investment advice.pdf
(12) For some interesting federal estate tax return statistics (through 2010, the last year for which statistics are available), click on this link: irstastats2010.pdf
(13) For a general description of the duties and obligations of a Personal Representative of a Decedent's Estate, see "So Now You Are A Personal Representative" published as a public service by the Colorado Bar Association - click on this link: sonowurpr.pdf
(14) Download, print and complete this brief survey of values, goals and objectives to help you identify and prioritize the issues that are important to you in preparing your estate plan. See:_ Survey of Values, Goals and Objectives
(15) Compiled by grief counselor Amy Florian, www.corgenius.com, a short bibliography of "Five Excellent Books on Grief" -
(a) Katherine Faire Donnelly, Recovering From the Loss of a Sibling: When a Brother or Sister Dies;
(b) Earl Grollman , What Helped Me When My Loved One Died;
(c) Linda Feinberg, I'm Grieving as Fast as I Can;
(d) Barbara Bartocci, Nobody's Child Anymore...; and
(e) Jane Bilett and Sieden Othnieal, When Your Spouse Dies...