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Estate & Trust Resources

Presentations

  • Preparing for Retirement

    A downloadable .pdf file of SVA's Preparing for Retirement Seminar presentation on March 3, 2011.
    Download

Documents

  • Estate Information Document Inventory

    If you have been named a personal representative or successor trustee, we recommend you locate certain essential documents before the individual’s death. After death, this checklist will help you compile information that will be needed when you meet with your attorney and accountant.
    Download

  • Personal Financial Statement

    A personal financial statement worksheet provided by SVA.
    Download

  • Tax Implications of Generation Skipping Laws

    A .pdf file of SVA's Tax Implications of Generation Skipping Laws article.
    Download

Websites

  • A Gift to Your Family: Planning Ahead for Future Health Needs

    Sixth edition published by the State Bar of Wisconsin

    Visit this website