** The following forms can be filled out and submitted online: **
For prospective clients:
Information Checklist - this is the form for all prospective clients
(or you can print out this Information Checklist PDF)
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.
Seminar Handout 2017
Slide Presentation 2017
2017 Federal Estate Tax Rate: 40%
2017 Estate Tax Unified Credit Amount: $5,490,000
2017 Illinois Estate Tax Rate: starts at 9.6%, increases to 16.0%
(click here for the rates)
2017 Illinois Estate Tax Credit Amount: $4,000,000
- an Illinois QTIP trust is available for the difference between $4,000,000 and $5,490,000.
2017 Gift Tax Exemption: $14,000 per person, per year
What Do Americans Think About Estate Planning - awareness survey
Who Needs Estate Planning
Estate Planning Week - 3rd week of October
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.