The Cholangiocarcinoma Foundation makes available to all its supporters, donors and potential donors a Free Estate Plan Analysis by an estate planning attorney on our staff. How does this work?

Generally, these are done face-to-face, but sometimes can be accomplished with phone conversations. The analysis will take a snapshot of your present estate situation and cover a broad scope of estate planning matters and concerns. Typical concerns are: probate, estate and gift taxes, capital gain taxes, income taxes, disability and terminal illness, advantages and disadvantages of joint ownership, protecting assets and the various uses of revocable and charitable trusts, etc.

After the snapshot is taken, you will be provided with various planning options designed to increase your income, decrease or eliminate the many taxes with which you must deal and to ensure your assets are protected.