In This Issue

News, Articles, and Updates for the Estate Planner
See updates and article references involving domestic partnerships; elder law; estate/trust administration and probate; estate planning; estate and gift taxes; generation-skipping transfer tax; health care; interest; QPRTs; retirement; small and mid-size firm practice; trusts (generally), and wills.

Cowles Tech Tip
Billfold cards are created in Cowles Trust Plus for use by the client in keeping newly purchased assets or newly opened accounts in the name of the trustee of the trust. These cards make sure your client has the proper language for the accurate titling of assets in their billfold at any time This Cowles Tech Tip tells you about billfold cards.

THE ESTATE PLANNER AS A WORD DOCUMENT
Access The Estate Planner as a Microsoft Word document.