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We have updated our template set to comply with the new Florida Power of Attorney
Act (effective 10/1/11).
We have all of the necessary language to provide for the "new" 2011 federal estate
tax (including our exclusive "'intentionally defective' marital deduction trust") and the appropriate "portability" language.
Our tax language provides for the possible reduction of the federal exemption to
$3.5M or the scheduled "sunset" back to $1M in 2013.
We are pleased to announce the "roll-out" of our on-line browser-based "Virtual
Estate Planning System" ("VEPS"). Go to the "Products" tab to learn more and
to run our inter-active Demonstration of this exciting new product.
We now have the option to prepare an enhanced life estate ("Lady Bird") deed".
We now have an option for a "NFA Gun Trust".
In addition to our "Estate Planning Portfolio", we now offer a "Business Records"
binder. Go to the "Products" tab for full details and images of these binders.
Our Irrevocable Trusts template set has a full suite of "Medicaid Planning Trusts".
Our "Virtual Estate Planning System" ("VEPS") was reviewed in the October issue of Trusts and Estates magazine.
Click on the following link to read the review:Review
Products
(Click any item for more detail including pricing)
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