Do you have an estate plan in place? Yes No If Yes, Date last reviewed? I need help with: (Please check all that apply) Being educated/counseled as to my objectives Establishing a trust Transfering property Reducing estate, GST, gift, or income tax Understanding our tax laws or reducing my estate taxes Planning for a second marriage Determining the role of life insurance in my plan Creating a limited partnership, LLC or other business entity Creating a buy sell agreement Updating my estate plan Administering a trust after disability or death I would like to learn more about estate planning strategies regarding: Creating a business succession plan and/or transfer ownership of my business The benefits to me of charitable giving The tax benefits of multi generational planning The benefits of a trust designed to be the designated beneficiary of an IRA Trusts to protect special needs children Creditor protection How I can promote my family values into my estate plan My greatest estate planning concern/need is: Name * Title Organization Street Address City State Zip Phone * Email *