The Basics You Should KnowBasic information about Estate Planning and common documents used in Estate Planning
Estate Planning WorksheetMS Word format
Estate Planning WorksheetPDF format
Pet Planning Information
PortabilityGeneral information about electing and use of the unused estate tax exemption by a surviving spouse.
© 2023 Law Office of Kevin P. Shay | Disclaimer 14350 Northbrook Drive, Suite 220, San Antonio, TX 78232 | Phone: 210-497-6300Estate Planning | Planning for Children | Trusts & Estate Planning | Advanced Estate Planning | Asset Protection Planning | Business Planning | Probate / Estate Administration | Planning for Pets | Special Needs Planning |
--
