General Estate Planning Guide

Effective estate planning requires a basic understanding of planning issues. With this information, you will be able to make better decisions regarding your estate plan. This information is aimed primarily at individuals or couples with estates less than the amount subject to federal estate taxes. It is important to review one's assets periodically to determine whether estate taxes are or will be an issue. All assets should be considered for this purpose, including personal property, real estate, stocks, bonds, retirement plans, insurance, annuities or other assets.

Download the General Estate Planning Guide here.

This is not intended to be legal advice, but rather, to provide accurate information regarding estate, trust and wealth preservation. For more information regarding these matters, please contact any member of our estate, trust and wealth preservation group: James A. Rapp ( jrapp@srnm.com ), Ted Niemann ( tniemann@srnm.com ), Harold B. Oakley ( hoakley@srnm.com ), Michael A. Bickhaus ( mbickhaus@srnm.com ), Jeffrey L. Terry ( jterry@srnm.com ) or Joseph B. Ott ( jott@srnm.com ). Our telephone number is (217) 223-3030. Please visit our website: www.srnm.com. We invite and welcome all questions and comments. © 2013 Schmiedeskamp Robertson Neu & Mitchell LLP Vol. 2015-1