FORMS

** The following forms can be filled out and submitted online:  **

For prospective clients:

        Information Packet 2020 - please contact us for a copy

        Information Checklist - this is the form for all prospective clients to bring to their initial meeting
                                                             (or you can print out this Information Checklist PDF and fill out by hand)

For existing clients:

     Funding Checklist - use this list to fill out with your assets
                                                  (or you can print out this Funding Checklist PDF)

     List of Advisors - use this list to your send advisors to the firm.

     List of Referrals - use this form to send referrals to the firm.

INFORMATION

SECURE Act

2020 Federal Estate Tax Rate:  40% maximum

2020 Estate Tax Unified Credit Amount:  $11,580,000

2020 Illinois Estate Tax Rate: starts at 9.6%, increases to 16.0%
(effective rate up to 28% - click here for the rates or use the IL Attorney General estate tax calculator.)

2020 Illinois Estate Tax Credit Amount:  $4,000,000
- an Illinois QTIP trust is available for the difference between $4,000,000 and $11,580,000. 

2020 Gift Tax Exemption:  $15,000 per person, per year

FLYERS

     What Do Americans Think About Estate Planning - awareness survey

     Who Needs Estate Planning

     Estate Planning Week - 3rd week of October

MEMORANDUMS

     Dynasty Trusts vs. Outright Distributions

     Spendthrift Assets - creditor protection

     Tenants by the Entirety - protection for homestead real estate

     Notary Public Requirements in Cook County do not apply to deeds to trust

Chocolate Chip Cookie Recipe:  Yes, the "secret" recipe for the cookies that Ted delivers at Christmas.  Click here for the recipe.

Click here to upload files