Frequently Asked Questions
G. A. "Jeri" Schuhmann, CLU, ChFC, Certified Estate Planner
Architect of Tax-Advantaged Wealth Strategies
- Why married couples need Estate Planning?
- Why Gay and Lesbian Couples need Estate Planning?
- Why business owners need Buy-Sell Agreements?
- What necessitates a Power of Attorney?
- How Probate can result in litigation?
- Who qualifes for a Special Needs Trust?
- From where do dollars come to pay estate taxes within nine (9) months of death?
- In what situations can people recapture income tax lost on retirement accounts?
- 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.