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Our Recommendations for Estate Planning Books
        Study up on Estate Planning and prepare for your upcoming consultation, or learn about your Will/Trust.

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Estate Planning Articles
         These articles are presented for educational use only, and are not meant to be legal advice. Before undertaking an estate planning strategy, always consult with a qualified estate planning attorney who can help you to understand the pros and cons, as well as legal and tax consequences of any strategy.





An Overview of Revocable Living Trusts
          When Suzie Orman goes on PBS and proclaims that everyone needs to do a revocable living trust, it causes you to take notice. This article examines the pros and cons of using a revocable living trust in your estate planning.
An Overview of Family Legacy Trusts
           This strategy has been employed by the Rockefellers, Kennedy's, and Carnegies. Should you consider it for your estate planning?
The Irrevocable Life Insurance Trust
           Keep life insurance proceeds out of your estate  and out of the government's hands using this important estate planning strategy.
Trust Scams to Avoid
          This tried and true article presents timeless information about Pure Trusts and Constitutional Trusts. They emphasize one phrase: "Buyers Beware".
Other Articles
Estate Planning in Uncertain Times
         "The tragic events of September 11, 2001 not only changed the world, but they also changed the way mapy people see the world." This articles takes approaches to Estate Planning in a post 9/11 world.
Doing Well by Doing Good
           Why include charitable gifts in your estate planning? Our attorney, Mark Albertson, gives answers to this question and discusses the process of charitable gifting.
Writing a "Will" for Your Business
          Estate planning is for businesses too!  Read and decide for yourself if writing a "Will" for your business would be beneficial. Then discover your options and the steps required to secure your business's future.

Why Plan Your Estate?
        "The knowledge that we will eventually die is one of those things that seems to distinguish humans from other living beings." Learn the costs, benefits, and reasons to plan your Estate.


What is a Pooled Special Needs Trust?
          In this article, Mark Albertson explains who benefits from and the reasons to put your assets into a Pooled Special Needs Trust.