LAW FIRM OF KUCZEK & ASSOCIATES 847-940-7780
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FORMS

FOR SEMINAR ATTENDEES

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)

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).

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

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
    
Chocolate Chip Cookie Recipe:  Yes, the "secret" recipe for the cookies that Ted delivers during the holidays.  Click here for the recipe.
Advertising Material.  The material presented on this website is intended for information purposes only and it not intended to be construed as professional advice.  Transmission of any information and material herein is not intended to create, and receipt does not constitute, an agreement to create an attorney-client relationship with Kuczek & Associates or any member thereof.  For Illinois residents only.
© COPYRIGHT 2023  ALL RIGHTS RESERVED.
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