Included here are articles that further delve into areas of our practice. Please review our Terms of Use and Policies and recall that these should be taken as discussion points, not as legal advice. Your circumstances may be different from those assumed in the articles, or laws may have changed.
FORMS
- Maine Advance Directive Form
- I Have Put My House In Order
- Digital Assets Worksheet
- Topics to Discuss with your Healthcare Agent
- Tangible Personal Property Memo
ARTICLES
Estate Planning
-
- #JKSEstatePlanning: a guide to thinking about planning; created during COVID-19
- I Have Put My House In Order
- Estate Planning Considerations
- Tangible Personal Property Memo
- Tax Act Impact on Estate Planning
- Post-Divorce Estate Planning
- Summary of Important Changes for Same-Sex Couples after DOMA
- IRA Beneficiary Options
- Prenuptial Agreements: Their Role in Estate Planning
- The Right Advisor
- Trusts: Providing Flexibility in Estate Planning
- Glossary of Terms
Powers of Attorney
Medicare, Medicaid, and Long-Term Care
Trusts and Trustee Responsibility
-
- Introduction to Trusts
- Duties of a Trustee
- What It Means To Be A Trustee (by ACTEC, 2005)
- Using Trusts for Non-tax Reasons
- Trusts: Providing Flexibility in Estate Planning
- The Difference between Amendments and Restatements
- Do You Need a New Tax ID Number for Your Trust? (from Elder Law Issues, 2009)
- Trust Protectors
- The Right Advisor
Special Needs Planning
Real Estate
Digital Assets
Probate and Estates
Taxes
Articles about Jones, Kuriloff & Sargent, LLC
-
- Business Neighbors article in the Ellsworth American (July 2021)
- Business Neighbors article in the Ellsworth American (August 2020)
- Business Neighbors article in the Ellsworth American (July 2019)
- Business Neighbors article in the Ellsworth American (July 2018)
- Business Neighbors article in the Ellsworth American (April 2016)
- Business Neighbors article in the Ellsworth American (April 2015)
- Business Neighbors article in the Ellsworth American (March 2014)