What is a Letter of Intent and How Can it Supplement Your Estate Plan

Session 3 - Estate Planning (presented by Attorney Anne Schacherl; 47:04). 2 ... DISCLAIMER: The information provided is for general informational purposes only. ... estate planning informational report. This questionnaire asks the client about his or her financial assets, tax matters, and gifts so that we can have an ... National Estate Planning Awareness Week creates an opportunity for companies and nonprofits alike to raise awareness about the importance of estate planning ... ... property tax assessment which was just mailed to me. Could I have another one mailed to me? You can obtain the real property assessment information on our ... The Council promotes professional standards of excellence and integrity, offers educational and informational programs to its members. (See Your Guide to Estate Planning for more information.) Otherwise, your estate will need to be probated. This means that a petition is filed with the court, ... Law Offices of Scott C. Soady, APC provides the materials on this Web Site for informational purposes only. We are not providing legal advice. For more information or to take advantage of our estate and tax planning services, please contact your Stifel Financial Advisor. Stifel does not provide legal ... Legal Informational Brochures, Advance Medical Directives, Colorado's Designated Beneficiary Agreement, Act Elder/Probate Mediation, Estate Planning. Proposed Changes to Washington State Estate Tax: What You Need to Know. Feb 25, 2025 | Advanced Planning, Asset Protection, Estate Planning, Informational ...