Resources
- Estate Planning Questionnaire for a Married Couple
- Estate Planning Questionnaire for an Individual
- Estate Planning Questionnaire for Unmarried Partners
- Memorandum regarding overview and planning opportunities Under Tax Relief Act of 2010
- Tax Update From Your Estate Planning Team at Schell Bray
- Current Status of Federal Estate Gift and Generation-Skipping Tax Laws
- Why You Need an Estate Plan
- Trust and Estate Planning Glossary
- Items to Consider Before Your Estate Planning Conference
- Core Estate Planning Concepts for Married Couples
- Core Estate Planning Considerations for Young Married Couples
- Pros and Cons of Revocable Living Trusts
- Funding Your Revocable Living Trust
- Estate Administration Glossary
- Historical Overview of N.C. Estate Tax
