Document Library
CategoriesGeneral information
Document Name | Date Added |
---|---|
Charitable giving | 2018-01-30 |
Amy Kane bio
Amy Kane Bio - 2021.pdf (154K)
|
2021-10-24 |
Trusts
Trusts.pdf (251K)
|
2018-01-30 |
POLST | 2018-01-30 |
Kenan Peterson bio | 2021-10-24 |
Wills
Wills.pdf (241K)
|
2018-01-30 |
Presentation Notes
Document Name | Date Added |
---|---|
Uniform Power of Attorney Act Summary | 2017-11-30 |
Wyoming Trust Law Amendments and Possible Tax Law Changes | 2021-04-12 |
Trust Administration | 2012-05-31 |
A Bag of Tricks for Estate Planning - Thomas Long | 2012-03-27 |
Changes to Business Entities & New Trust Opportunities Due to 2017 Tax Act and the SECURE Act | 2020-01-29 |
Changes to Estate Planning due to Tax Cut and Jobs Act 2018
20190311091340671.pdf (634K)
|
2019-03-11 |
Uniform Power of Attorney Fact Sheet | 2017-11-30 |
Crypto 101 - Matthew Kaufman
Crypto 101.pdf (784K)
|
2021-01-27 |
Questioning Protection of the Spouse & Other Anoma | 2012-04-25 |
9 Surprising Truths About Legacy Giving, | 2011-03-04 |
Wyoming POLST - Real End of Life Planning | 2018-02-15 |
Resources
Document Name | Date Added |
---|---|
Estate Planning Workbook
Estate Planning Workbook.pdf (158K)
|
2018-04-02 |
LCCC Campus Map w/ Clay Pathfinder | 2017-11-17 |