FORMS

** 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.

INFORMATION

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

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