The most useful estate plan considers complete and accurate information. In order to create the estate plan that can best suit you, help us establish an organized file, reduce the time spent obtaining background information, and attempt to minimize the cost, we recommend that you complete the appropriate client questionnaire form.
We will rely on the information provided by you. Our advice may be inappropriate if it is based on incomplete or inaccurate information.
Client Questionnaire for Unmarried Persons
PDF Format (you may print this document, complete it offline and then mail it to us)
Client Questionnaire for Married Couples
PDF Format (you may print this document, complete it offline and then mail it to us)
Asset Protection Planning
Fundamentals of Asset Protection
Charitable Planning and Tax Exempt Organizations
Having Your Cake & Eating It Too!
Estate and Wealth Transfer Planning
Affluenza: The Disease of Inherited Wealth
Intestate Will – an illustration of what happens if you die without a will
IRA Beneficiaries: What you don’t know can hurt you (and your family)!
Red Flag: Your Child is on the Title to Your Home or Other Assets
Superior Estate Planning: Going the Extra Mile
IDGTS: A tax-advantaged way to transfer assets to your loved ones
Probate, Estate and Trust Administration
Serving as Personal Representative or Trustee is Not for Sissies!
Real Estate Transactions and Financing
Abracadabra! Like-Kind Exchange Can Make Capital Gains Disappear
Business Succession Planning
Business Succession Planning for the Closely Held Business Owner
Selling Your Business
Corporate Finance
Bootstrapping is Back
Financing Startups
The Growing & Changing Role of Entrepreneurs in the U.S. Recovery
Hospital & Healthcare
Planning Ahead With Advanced Directives
Mergers and Acquisitions
Forewarned is Forearmed
Minority and Disadvantaged Business Certifications
Minority Disadvantaged Business Certifications
We appreciate hearing from you. Please understand that any communications with us by email or through this website do not create an attorney-client relationship with us. Under no circumstances should you send confidential information to us without first speaking with a firm attorney about establishing an attorney-client relationship. Unless you are already a client, we may not be able to treat the information that you provide as privileged, confidential or protected, and we may be able to represent a party adverse to you using information that you have provided. Additionally, communication with the firm by email over the internet may not be secure.
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