Advanced Estate Planning

This "OnDemand" E-Seminar is provided to improve the Fiscal Literacy for our clients, as well as the general public. Related content on this topic may be accessed by scrolling down to the lower section of this page.
Clients of Integrated Financial are provided with priority access to educational Dinner Seminars at area restaurants such as Silver Fox Steak House and Ruth's Chris Steak House.  If you are not a client and would like to see the quantity and quality of the dinner events you have been missing, please visit the Integrated Financial "Event Summary".

Advance Estate Planning PDF Workbook


Charitable Giving
Estate Planning Key Numbers
Family Limited Partnership or Limited Liability Company
Grantor Retained Annuity Trust (GRAT)
Income in Respect of a Decedent
Irrevocable Life Insurance Trust
Key Estate Planning Documents You Need
Leaving a Legacy
Planning for Incapacity
Qualified Personal Residence Trust (QPRT)
Estate Tax Changes Under the 2010 Act
Portability of Basic Exclusion Amount Between Spouses
The New Estate Tax Rules and Your Estate Plan
Trust Basics
Asset Protection
Basic Estate Planning
Charitable Giving Presentation
Estate Tax
Life Insurance and Estate Planning
Lifetime Transfers
Planning for Incapacity Presentation
Charitable Lead Trust
Charitable Remainder Trust
Credit Shelter Trust
Domestic Self Settled Spendthrift Trust
Donor Advised Fund
Dynasty Trust
Private Family Foundation
Qualified Terminable Interest Property Trust
Revocable Living Trust