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). Fill out all the information
as best as you can in one sitting - the system is not designed to go back in and make changes, etc.
(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). Fill out all the information
as best as you can in one sitting - the system is not designed to go back in and make changes, etc.
(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.
