Estate Planning

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Take A Dip In The Pool Download pooled income funds
Playing Possum Download qualified disclaimers
Living Trusts: Fact & Fiction Download living trust basics
Trustee Me Download trust basics
Gift Giving Download some federal gift tax rules
Durable Powers of Attorney Download mental and/or physical incapacity
Survivorship Life Insurance Download when to use
I'll Take Care Of Everything Download naming executor
My Little QDOT Download alien spouse trusts
Top 10 Estate Planning Goof-Ups Download mistakes to avoid
Private Foundations Download the basics of private foundations
Family Partnerships Download requirements and benefits
Trust Your Insurance Download life insurance trusts
Financial Record Information Download listing of needed financial records
Insuring Your Estate Plan By Reviewing Download estate tax changes prompts review
Keeping It All In the Family Download family-owned business exclusion
Is Joint Property the Single Solution? Download potential risks and alternatives
Planning for the Worst Download being prepared for the death of a spouse
Executor Choices Download choosing an executor
Putting Your Final Affairs in Order Download components of a modern estate plan
Quality Planning May Realize Estate Tax Savings Download QPRT - Qualified Personal Residence Trust
Trust In Your IRA Planning  
Under Construction		 Naming a trust as beneficiary of IRA
The Dreaded Probate Process Download overview of probate process
A Trust That Will Not Change Download irrevocable trust basics
Leverage Advantages Of The Crummey Trust Download advantages of a crummey trust
Gifts For A Step-Up In Cost Basis Download gifting within one year of death
JTWRS: Understanding Cost Basis At Death Download cost basis of marital joint property at death
Florida’s New Elective Share Statute Download protection from the new elective share statute

Lynn Siewert is the Principal of Advanced Corporate Planning and Branch Manager of the Vancouver, Washington Office of Supervisory Jurisdiction, Licensed through First Allied Securities, Inc. Member NASD/SIPC

NOTE: ALL information contained in this site is for illustration purposes only, and by NO means should be considered individual tax or legal adivce under any circumstances whatsoever!

Lynn R. Siewert AIMC
Pension Consultant |  Branch Manager
CA Insurance License #00B00579
2005 E. Evergreen Blvd
Vancouver, WA 98661
Ph: 360-750-9626

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