Single Estate Plan – 2023 Single Questionnaire | Single Client Memo 2023
Married Estate Plan – 2023 Married Questionnaire | Married Client Memo 2023
Living Will/Advanced Medical Directive 2nd page (optional)
Email Steve for (Free) Instructions for Beneficiary Designations, a personal property list, or instructions after death
Writing:
Selected CLEs: series LLCs, taxes, Medicaid estate recovery, nonprofit incorporation, establishing IRS tax exempt status, probate and taxes, legal ethics, avoiding probate, probate techniques, probate litigation.
Selected Op-Ed Columns (2015 Midwest Voices team, The Kansas City Star) – World War I, the Lusitania, Magna Carta, Millennials, Holiday Cheer & Memories
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