Resources

Info List
This is a one page list of information needed for planning. You may wish to shorten or expand this list to address the needs of a particular situation.

Fact Finder
This is a two-page fact finder you may use. Most planners already have their own that they prefer. We offer this one only as a means to provide some guidance as to the basic information we normally need to plan a case.

Family Limited Partnership "Reality Check" List
This is a list of things to do and not do when planning with family limited partnerships to give your clients the best chance of a successful outcome.