Karen L. Stewart - Attorney & Counselor
Karen L. Stewart - Attorney & Counselor
Information Center

Newsletters

Spring Summer 2017 Newsletter
Mutual Funds: The Good, the Bad, and the Fine Print

Fall Winter 2016 Newsletter
NEW LAW: The Funeral Representative Designation Act
You can now designate who has the right to make decisions about your funeral arrangements, cremation, burial, etc.

Spring Summer 2016 Newsletter
Guidance for your Successor Trustee on Permissible Distributions to Trust Beneficiaries
Definitions of Health, Support, Maintenance and Education.

Fall Winter 2015 Newsletter
Understanding Gift, Estate Taxes

Spring Summer 2015 Newsletter
What's involved in Being an Estate Executor?

Fall 2014 Newsletter
Did you cash those Savings Bonds You Got as a Kid?

NEW LAW: Regarding Transferring Real Estate to Family Members
You can now transfer real estate to certain family members without "uncapping" the property taxes.

Fall 2013 Newsletter
Planning Your Estate
Questions to Ask in Choosing the Right Person for the Position.
Who are appropriate to act as Executor, Trustee, Power of Attorney, Patient Advocate and Guardians of minor children.

Spring 2013 Newsletter
After the Death of a Loved One: Checklist for administering an Estate

Summer 2012 Newsletter
Make Plans for your Digital Estate
Appoint a person to deal with your online accounts and computer files after you are gone.

Winter 2012 Newsletter
Remember: It is important to fund your Revocable Living Trust

Brochures

Basic Facts About Estate Planning

Estate Planning with Revocable Living Trusts

Estate Plan Questionnaire

We have a "Checklist for Funding your Trust."  This will help guide you through the steps you need to take to make sure all of your assets have been transferred to your Trust, thereby avoiding probate of your estate.



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What is Probate?

Find out more about Probate here