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BOUMAN LAW FIRM
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    • How to Plan Your Estate (Intro FAQ)
    • Revocable Living Trust
    • Inheritance Protection Trust
    • Home Equity Protection Trust
    • Medicaid Asset Protection Trust
    • Asset Protection Planning
  • Scheduling
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    • Fee Schedule
    • A Personal Note
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  • Home
  • About Tom
  • Estate Planning
    • How to Plan Your Estate (Intro FAQ)
    • Revocable Living Trust
    • Inheritance Protection Trust
    • Home Equity Protection Trust
    • Medicaid Asset Protection Trust
    • Asset Protection Planning
  • Scheduling
  • Fees
    • Fee Schedule
    • A Personal Note
  • Articles Library
  • Office Info
  • New Client Forms
  • Make a Payment
  • Recent Law Updates
  • Bouman Law Firm Blog
  • Health Care Directives Registry
  • Probate & Trust Administration
  • Free PDF Books
  • Legal Disclaimers

ARTICLES LIBRARY
BRIEF AND TO THE POINT


ESTATE PLANNING
  • How to Plan Your Estate (Intro Q&A)
  • What is Estate Planning?
  • Revocable Living Trust
  • Living Trust Funding
  • Provisions for Surviving Spouse
  • Planning Issues with Minor Children
  • Planning Issues with Adult Beneficiaries
  • Inheritance Protection Trust
  • Financial Durable Power of Attorney
  • Health Care Power of Attorney
  • Living Will
  • Beneficiary Deed
  • Irrevocable Life Insurance Trust
  • Pet Trust
  • NFA Gun Trust
  • Trust Protector
  • Title Options for Bank Accounts
  • Title Options for Cars, RVs, and Mobile Homes
  • Estate Taxes
  • Effect of Divorce on an Estate Plan
  • Decision Tree for Naming Retirement Account Beneficiaries after the SECURE Act (PDF)
  • Funding Instructions for Revocable Living Trusts (PDF)
  • Memo to Banks & Credit Unions Regarding Retitling of Personal Cash Accounts into Living Trust (PDF)
  • Memo to Financial Institution to Add Agent Using Financial Power of Attorney (PDF)
  • Five Alternatives to Leaving Inheritance Outright (PDF)
  • Practical Tips for an Effective Estate Plan (PDF)
  • Recent Developments in Estate Planning for Arizona Residents (PDF)
ASSET PROTECTION
  • Asset Protection Planning for Arizona Residents
  • Arizona Home Equity Protection Trust
  • Arizona Medicaid Asset Protection Trust
  • Asset Protection Exemptions in Arizona

ESTATE ADMINISTRATION
  • What is Probate?
  • Small Estate Affidavits
  • Final Arrangements and Organ Donation
  • Trust Beneficiary Notices and Trustee Reports
  • Annuities after the Owner's Death
  • IRA Distributions after the Owner's Death
  • Debts of a Deceased Person
  • Transferring Real Estate of a Deceased Nonresident
  • Duties of a Trustee (in 200 Words or Less)
  • Steps to Establish Inheritance Protection Trusts (PDF)


Last updated April 25, 2025

All original works on this website are:
Copyright 2000-2025 by Thomas J. Bouman.  All rights reserved.  Seriously.