ElderCounsel’s Director of Law & Technology shows you some of the new features in ElderDocx, like built-in scenarios, and discover some tips and tricks that maybe you didn’t know.
What’s New in ElderDocx (and Some Tips and Tricks)
Qualified Income Trust (QIT) Design Sheet + Flow Chart
5-page design sheet for a Qualified Income Trust. PDF & Word format.
MAPT: Use SSN or EIN?
Should the MAPT use the grantor's SSN or an EIN? Submitted by Brian Albee
VA Pension Planning Strategies
VA Pension Planning Strategies This document will explain some of the available strategies that are used for VA pension planning…