Articles And Checklists

These articles and checklists are not intended to provide legal or tax advice and are not a complete list of all potential traps or planning alternatives. Moreover, the articles can become dated over time. Always consult with a competent adviser before using any of the information contained in this website.

Estate Planning

• Transferable-on-Death Deeds
• Divorce Negotiations from the Perspective of an Estate Planner
• What Dead Celebrities Can Teach Us About Estate Planning
• Divorce Planning: Tax, Estate and Practical Issues in Divorce & Remarriage
• Impact of Remarriages
• Estate Planning – Time For A Review (2018)
• Florida versus Georgia Residency
• Declaring your State of Tax Domicile
• Tax Complexity, History and Humor
• Future of Estate Planning
• Protecting and Preserving the Family
• Planning for Limited Life Expectancies
  • Partial Checklist for a Terminally III Client
  • Planning for the Terminally III in 2012
  • People with Shorter Life Expectancies

Probate

• Probate checklist
• Probate Questionnaire
• Personal Property
  • Personal Property Ownership List (Married)
  • Personal Property Ownership List (Single)
  • Personal Property – The Forgotten Part of an Estate Plan
  • Personal Property Disposition Checklist
• Planning Checklists
• Medical Decision Making
• Tax and Estate Planning for Divorce
• Influencing Heirs and Family Incentive Trusts
• Income Tax and Basis Planning in the Context of Estate Planning

Business Planning

• Buying and Selling a Business
• Business Formation
• Business Succession Planning
• Family Love Letter

Videos & Audio Reports

• Administrative Stage of Estate Planning | Gaslowitz Frankel featuring Jeff Scroggin
• Estate Planning and CPAs (2016)
• The Future of the Estate Planning Profession