Estate Planning

Here are 14 charts which include important tax planning strategies and flowcharts for 2018: These can be used as a starting point for evaluating estate planning and tax decisions with your advisor. It is always important to seek legal or tax advice before making decisions. Contact Elliott Stapleton for more information.

Here is a series of four videos on the topic of estate planning after the death of a spouse. This topic is helpful to consider when there is a concern a spouse will remarry, change the planning after death, or generally to protect assets from the nursing home consuming assets after the first spouse’s death.