FORMS
FOR SEMINAR ATTENDEES
Seminar Evaluation Form - click here to fill out a seminar evaluation form (will open in a secure page).
Seminar Evaluation Form - click here to fill out a seminar evaluation form (will open in a secure page).
FOR PROSPECTIVE CLIENTS
Information Packet 2023 - please contact us for a copy
Information Checklist - this is the form for all prospective clients (will open in a secure page).
(or you can print out this Information Checklist PDF and fill out by hand)
Information Packet 2023 - please contact us for a copy
Information Checklist - this is the form for all prospective clients (will open in a secure page).
(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 (will open in a secure page).
(or you can print out this Funding Checklist PDF)
List of Advisors - use this list to your send advisors to the firm (will open in a secure page).
List of Referrals - use this form to send referrals to the firm (will open in a secure page).
Funding Checklist - use this list to fill out with your assets (will open in a secure page).
(or you can print out this Funding Checklist PDF)
List of Advisors - use this list to your send advisors to the firm (will open in a secure page).
List of Referrals - use this form to send referrals to the firm (will open in a secure page).
INFORMATION
SECURE Act
2023 Estate Tax Unified Credit Amount: $12,920,000
2023 Federal Estate Tax Rate: 40%
2023 Illinois Estate Tax Credit Amount: $4,000,000
- an Illinois QTIP trust is available for the difference between $4,000,000 and $12,920,000.
2023 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.)
2023 Gift Tax Exemption: $17,000 per person, per year
SECURE Act
2023 Estate Tax Unified Credit Amount: $12,920,000
2023 Federal Estate Tax Rate: 40%
2023 Illinois Estate Tax Credit Amount: $4,000,000
- an Illinois QTIP trust is available for the difference between $4,000,000 and $12,920,000.
2023 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.)
2023 Gift Tax Exemption: $17,000 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
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
Chocolate Chip Cookie Recipe: Yes, the "secret" recipe for the cookies that Ted delivers during the holidays. Click here for the recipe.
Dynasty Trusts vs. Outright Distributions
Spendthrift Assets - creditor protection
Tenants by the Entirety - protection for homestead real estate
Chocolate Chip Cookie Recipe: Yes, the "secret" recipe for the cookies that Ted delivers during the holidays. Click here for the recipe.
