Downloads

INTAKE - download, complete and return via e-mail (or simply bring it with you to your first appointment

SUCCESSION INFORMATION - download and bring all relevant materials to your first appointment

TRUST ADMINISTRATION INFORMATION -download and bring all relevant materials to your first appointment

3 STEP TO NAMING A GUARDIAN FOR YOUR CHILDREN

ESTATE PLANNING GUIDE

ALTERNATIVE PARTNERSHIPS

CHARITABLE GIFT GIVING

POST DIVORCE ESTATE PLANNING

FAMILY LIMITED PARTNERSHIPS

IRREVOCABLE LIFE INSURANCE TRUST

WHAT IS A "KIDS PROTECTION PLAN"

A SPECIAL CHILD NEEDS SPECIAL PLANNING

THE TRUTH ABOUT STRETCH IRA'S

FUNDAMENTAL ESTATE PLANNING TECHNIQUES 

COMPLETE CURRICULUM VITA FOR JOSEPH R. BURCKE

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