Resources

Health Care Directives: A summary of a health care directive study completed by the US Department of Health & Human Services.

Trusts: Frequently asked questions about Trusts including "who should have a trust?" and the difference between trusts and wills.

Wills and Probate: Frequently asked questions about wills including "what is a will, what is a probate and what are probate fees?"

Estate Taxes: Tips for reducing estate taxes.

Suze Orman's Will & Trust Kit*: Suze developed this with Janet L. Dobrovolny. In the kit, you hear Janet explain the legal documents paragraph by paragraph. Janet would be happy to review your Will & Trust kit documents and "upgrade" it to a tax planning trust. She would charge her hourly fee, please call Ellie to make an appointment.

Please note: We recommend having a title company or law office change the title on your real estate. Our offices would be happy to draft your deed(s) to change title. Please call Ellie to get a price quote as prices vary by state.
*also available from amazon.com.

Charles Schwab: After dealing with numerous brokerages over a span of thirty years, we are most comfortable recommending Schwab to clients. We find their transaction fees are very reasonable. Also, their staff are generally more knowledgable in the area of trust accounts and trust administration than staff from other brokers.

checkbook.org: This is a non-profit consumer information and service resource we utilize.