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Estate Planning Information Sheet 5

Total Value of Business Interests

Estate Planning Information Sheet 4

Retirement

Estate Planning Information Sheet 3

Assets and Liabilites

Estate Planning Information Sheet 2

Advisors

Estate Planning Information Sheet

This confidential checklist requests information that is important for the proper planning of your estate.

Legal responsibility for spouse's medical bills when health insurance is denied

In New York the doctrine of necessaries requires a spouse to pay a spouse's medical bills when insurance coverage is denied. Denial could be based on fine print in the insurance contract. ERISA litigation and negotiation may help.

How To Choose the Right Trustee For Your Trust

Choosing the right person as a Trustee; trustee's duties and characteristics; managing assets and investments; relationship between trustee and beneficiaries

Estate Planning: Your Children Will Fight Over Your Assets

The reality is that when there is money on the table family history and love can easily be thrown away. The relationship between each child with each other child should be examined when making an estate plan.

Estate Planning: Lessons Learned From Teri Shields

There are several estate planning lessons to be learned from Teri Shields.

Estate Planning With The Unlimited Marital Exclusion And Federal Estate Taxes

If you have sizable assets it is an advantage to be married. If a couple is married they can pass an unlimited amount of money to each other after they die without having to pay a federal estate tax.

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