2023 IRA Trust Client Summary Chart
2023 Individual Tax Rate Threshold “Cheat Sheet”
“The 9 Phases of an Estate Administration” Flyer by E. Lawrence Brock, J.D.
The Roth IRA Quadrants Chart 2023
Roth IRA Conversion Decision Chart 2023
2023 Understanding the Net Investment Income Tax Chart
75 Best Income Tax Strategies in 2023 Chart
Top 10 Tax Planning Ideas for 2023 Chart
2023 Generation Skipping Transfer Tax Chart
2023 DrawDown Strategies Chart
2023 Tax Asset Classes Chart
2023 Bracket Management Chart
2023 Capital Gains Harvesting Chart
2023 Section 199A Chart
2023 Applying the 3.8% Net Investment Income Tax Chart
2023 IRA Payable to Trusts After the Secure Act Chart
2023 Roth IRA Distribution Chart
Appleby IRA Quick Reference Guides
SECURE Act Summary
2022 Customizable Client IRA Calendar & Deadlines
2022 IRA Fact Sheet
2023 Robert Keebler Chart Bundle Package
COVID-19 Forms Package
Client Termination Letter Template
Ultimate Estate Planning Client Meeting Forms Bundle Package
Living Trust Forms Bundle Package
Estate Planning Forms Bundle Package
Estate Administration Forms Bundle Package
Estate Planning Client Questionnaires
IRA Beneficiary Trust: Acknowledgement to Contact IRA Custodian
Step-By-Step Guide to The Client Referral Process
Living Trust: Full Color Flow Charts
Living Trust: Trust Identification Card
Living Trust: Drafting Notes Summary Page
IRA Beneficiary Trust: Disclosure Form
IRA Beneficiary Trust: Client Intake Form for Drafting Plan
IRA Beneficiary Trust: Owner’s Manual Inserts & Coverpages
Sample Beneficiary Designation Forms & IRA Custodian Hold Harmless Language
IRA Beneficiary Trust: Renunciation of Trust Protector Power to Convert Conduit Trust Shares to Accumulation Trust Shares Form
Trust Protector Exercise of Power to Limit Potential Beneficiaries
Living Trust: Owner’s Manual Inserts & Coverpages
Living Trust: Client Intake Form for Drafting Plan
Post-Mortem Checklist for Standalone IRA Beneficiary Trusts
Trustee Duties Upon Trust Funding Acknowledgement
Co-Trustee Potential Conflict of Interest Disclosure & Consent
Acknowledgement of Information Given for Trustee Notification
Estate & Trust Administration Disclosure Form
Acknowledgement of Information Given for Portability
Estate Administration Client Agreement to Presence of Others at Meeting
Estate Administration Acknowledgement of Information Given
Estate Administration Fee Agreement
Divorce Checklist for Estate Planning Clients
Checklist for Reviewing Another Attorney’s Trust
Estate Planning Acknowledgement of Information Given
Estate Planning Engagement Letter
Family & Friends Disclosure; Husband & Wife Potential Conflict of Interest Disclosure & Consent Form
Estate Planning Client Agreement to the Presence of Others at Meeting
Estate Planning Questionnaire (Client with Trust/Existing Client)
Estate Planning Questionnaire (New Client)
Understanding the Net Investment Income Tax Handout
Surtax Checklist for Individuals