Estate Planning and Education Law Resources Resources

Free Seminars

Learn about tax free investment, buying foreclosures, debt managment, protecting assets, tax planning, bonds, short sales, IRA tax changes, perfect portfolio, flip homes, trust vs. wills and much more!read more

Getting Started

Estate Planning Education Law



Estate Planning Resources

Estate Planning Blog


Estate Planning FAQs


Information to bring to estate planning meetings

In order to fully implement your living trust, assets will need to be transferred to your trust.  What you bring to the initial meeting depends on your individual portfolio, but we can review the individual statements from each asset you own to determine if it should be included.

Download Questionnaire


Information to Bring to Your Estate Planning Meeting




Estate Planning Articles


Information about Estate Tax


Wills vs. Trusts, What’s the Difference?




Helpful Links


Tax Information for Individuals


Latest Tax Updates from the IRS