Frequently Asked Questions

G. A. "Jeri" Schuhmann, CLU, ChFC, Certified Estate Planner

 

Architect of Tax-Advantaged Wealth Strategies

  1. Why married couples need Estate Planning?
  2. Why Gay and Lesbian Couples need Estate Planning? 
  3. Why business owners need Buy-Sell Agreements?
  4. What necessitates a Power of Attorney?
  5. How Probate can result in litigation?
  6. Who qualifes for a Special Needs Trust?
  7. From where do dollars come to pay estate taxes within nine (9) months of death?
  8. In what situations can people recapture income tax lost on retirement accounts?
  9. How State Estate Tax can affect your life's work?

*Olympic Estate Group and LPL Financial do not provide legal advice or services. 

Please consult your legal advisor regarding your specific situation.