Estate Planning Fact Finder
Thank you for selecting Wade Law Offices to assist you in your estate planning efforts. We look forward to helping you design a plan that meets your objectives.
Please click on the link below and complete the information to the best of your ability. Once completed, please fax the document to us at 800-481-0256 prior to our initial meeting.
Daily Plan-It Newsletter
Should or Can Your Clients Undo Large Taxable Gifts from 2010?
Interesting Court Decision Illustrates Mistake in Buy-Sell Agreement
How to Maximize Your Social Security Benefits
New Gift Tax Exemption Raises Some Big Questions for Business Owners
Personal Services Agreements Can Help Protect Assets from Nursing Home Costs
Are You Exempt From Estate Tax? Perhaps Not
Beyond Taxes – Basic Reasons Why Clients Should Consider a Living Trust
Using Living Trusts to Provide Divorce Protection
Using Living Trusts to Provide Protection for Potential Incapacity
How to Maximize Family Privacy in Estate Planning