The following are legal articles and resources that may be helpful to you. Please understand that these are not presented as legal advice from Brandte Law PLLC or endorsed by the firm.

Estate Planning

Forbes - IRS Announces 2015 Estate And Gift Tax Limits

Forbes 10 Must Have Estate Documents

Investopedia Estate Planning Checklist


Social Security and Retirement

Financial Engines was founded by one of the pioneers of modern finance and a Nobel Prize winner in Economic Sciences. He was one of the inventors of the Capital Asset Pricing Model. While I do not have direct experience with the firm, I fully believe that it is one of the places I would look for guidance if I didn't already have long relationships with other organizations (and my degrees in accounting and finance).

Social Security Quiz (Financial Engines) - Are you an expert?

Social Security Administration's Benefit Calculators

Social Security Administration Retirement Estimator One of the best estimators according to Get What's Yours (book below)


Very Good Social Security Books!

Social Security: The Inside Story, 2014 Edition: An Expert Explains Your Rights and Benefits A very understandable book about Social Security and what you need to know. My wife was surprised that such a potentially complex subject could be so understandable.

Get What's Yours: The Secrets to Maxing Out Your Social Security A more conversational approach and technically good.