Mark N. Musial, Esq.

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Estate Planning Pyramid

Last Will and Testament

Unprobate Property

Revocable Trust

Estate Tax Savings Trusts

Gifts

Durable Power of Attorney

Living Wills

Domicile: Ohio or Florida

Estate Plan Diagrams

Document Time Lines

What is a Trust?

A/B Trust Flow Chart

Personal Residence Trust

Estate Income Tax Outline

Forms

Outlines

Administration Outline

Estate Plan Outline

The Secure Act of 2019

Questions & Answers

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Below are links to several different forms that we have included for your use.  They are all in an Adobe Acrobate (PDF) format.  Just click on the name, and you will be prompted to open or save the file for your future use.
 
Estate Administration:

Estate Administration Questionnaire

Estate Administration Document Checklist
  
Assets List for Administration
  
Receipts Ledger

Disbursements Ledger



Estate Planning:

Estate Planning Questionnaire

Assets List and how they are titled


I have also included the most common outlines that we use in our discussions with clients/  Just click on the links below to take you to those outlines.

Estate Planning Outline
Estate Administration Outline

 

 



© 2024  Mark N. Musial, Esq.

Counselor at Law