Hallman & Associates Estate & Tax Planning

Resources and Workshops

We believe that well-informed clients make smarter decisions. Hallman & Associates is committed to making estate and tax planning easier to understand and accessible for all who are interested.

We invite you to watch our free educational video series, “Wills, Trusts, and How to Avoid Probate,” for a thorough overview of estate planning, wills, and trusts.

Deferred Sales Trust

Our free educational video series, Deferred Sales Trust – Overview and Operations will provide an overview of the Deferred Sales Trust tax strategy and detail the mechanics of how it works.

Guides and How-tos

• Estate Planning Guide.
• Confidential Estate Planning Worksheet.
• Confidential Financial Statement.
• Funding Instructions for Cash Accounts.
• Funding Instructions for Vehicle and Boat Titles.

DISCLAIMER: The information on this site is provided as a courtesy and it should not be used as a substitute for professional legal advice.