Estate Planning

It's never too early to plan your legacy

Newsletter Links

Special Needs Trusts (August 2002)

The Language of Estate Planning (January 2002)

Estate Tax Changes (November 2001)

More newsletter articles on estate planning...

We have been counseling clients on estate planning issues for two decades. Our service, provided at very economical fees, is easy and tailored to clients who need anything ranging from a simple will to comprehensive tax-planned estate documents. Through our network of estate planning attorneys and affiliation with the American Academy of Estate Planning Attorneys (AAEPA), we are able to offer this service in nearly 40 metropolitan areas from coast to coast.

You will need to download the estate planning worksheets for your location. To download the proper form, click on your state of residence on the map below.

The fees for this service are outlined on the form each location. Please note that this is a streamlined planning program, and that most planning options outlined in the forms below include only one hour of individual counseling time. However, If you require additional time with one of our advisors we will be happy to schedule additional time on a fee-only basis.

To request an appointment with one of our planners to review your estate planning, click here to complete an online appointment request form, or call us at (713) 782-9974.