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Our Trusts and Estates Brochures
Our Trusts and Estates Glossary is designed to provide brief definitions, examples and commentary, for various Trusts and Estates terms and phrases.
Our Trusts and Estates Brochures, on the other hand, are written to provide an in-depth analysis of some of the more important of these terms and phrases. For that reason, we often also provide these Brochures to the professional advisors with whom we work.
Our Trusts and Estates Brochures are available in our Waiting Room:
IRAs
Fitting IRAs Into Your Overall Estate Plan
Kids
Providing for Children (of ALL AGES)
Living Trusts
What Exactly Is a Living Trust, and How Does It Work?
POAs
Financial and Health Care Powers of Attorney: An Important Part of Your Overall Estate Plan, and
Powers of Attorney for Your Children
Estates
Probate, Wills, Intestacy, Estate Tax, Trusts, Attorneys Fees, and More
Beneficiaries with Special Circumstances
Minor Beneficiaries, Beneficiaries with Creditors, Addictions, Uncontrolled Behavioral Conditions, and Special Needs, and Beneficiaries Unable To Manage Assets Properly