Estate Planning

Estate Planning Fact Sheet

A worksheet for gathering family and financial information. This worksheet should be completed and brought to the initial estate planning conference. The information it contains will be kept confidential and is necessary for developing a meaningful and tax-advantaged estate plan.
The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for individual advice regarding your own situation. Copyright Ā© by Gary L. Mcknight, INC.. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement.

This FirmSiteĀ® is hosted and maintained by Aware Data Services, McAlester, Oklahoma.