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Getting Started
Complete List of U.S. Estate Planning, Probate and Trust Attorneys with Web Sites. Find an
estate attorney in your area.
From Nolo.law After you've taken the important step of making your estate planning documents,
you can help your family by addressing the
practical issues discussed here.
- Do you want a funeral or a memorial ceremony?
- If so, what type?
- Do want flowers, or donations to charity?
- Who should be notified about your death and funeral?
- Did you prepare a will or living trust?
- Where is the original?
- Did you own a life insurance policy, pension, etc?
- Where are the documents stored?
- Where did you have bank accounts?
- Did you have a safe deposit box?
- Did you have stocks, bonds, or money in mutual funds?
- Where are the records?
- What real estate did you own? Where are the deeds?
Want to Start A File?
Forms or Tips To Help You
A form to fill out for your estate planning.
Tips Organizing your loved ones important papers
A form to help you keep track of your loved ones personal records and other important information.
Includes personal information on each family member, important advisers, property information both personal
and business, banking, savings, investment accounts, insurance for life, health, home etc., listing of credit cards, debit
cards, clubs~memberships and the names, addresses and phone numbers for all. Other important records such as Bill of
Sales, Divorce Papers, Household Inventory etc.
Conservator/Guardianship
What is Conservatorship?
What Is A Guardianship
-FAQS (facts)
-Standards
Estate Planning
What Is Estate Planning?
What Is An Estate?
Who Should Have An Estate Plan?
When should I start my Estate Plan?
Where can I find some examples?
Should I use a lawyer? |
Estate Planning continued
Estate Planning - The Right
Estate Plan for You. From Nolo.law - Is your estate plan in good shape? Here's what to consider such as age and martial status,
a partner but not married, have young children own mutual funds, or you're elderly or ill.
From Nolo.law covering
- Will my estate have to pay taxes after I die?
- What are the rates for federal estate taxes?
- Are there ways to avoid federal estate taxes?
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Can't I just give all my property away before
I die and avoid estate taxes?
Do some states impose death taxes?
Can I avoid paying state death taxes
Reducing Estate Tax by Making
Gifts Under $10,000 - Nolo - Making gifts during your life can provide you with tax savings and more.
How will a divorce affect my estate planning? - From CNBC - "Most states will not allow couples
who are in the process of divorcing but are still legally married to completely disinherit the spouse. Go to link to read
full article.
Wills & Trusts
Click on your State to get the statues/laws governing wills.
Avoiding Probate
Definition
Resources
-Ways To Avoid
-Living
Trusts-How To Avoid Probate
-Using Roth IRA's To Avoid Probate
-Books
Definition
Resources
-Legal Facts
-Do You Need A Lawyer?
-Why You May Not Need One
-Tax Saving AB Trusts
Definitioins
- What's the Difference: Wills & Living Trusts
- Crash Course in Wills & Trusts
- Disinheriting Family Members
- Disposition of Property With or Without A Will
- Ethical Wills- Preserving your legacy of values
- Executors: What You Need To Know
- Final Arrangements why put this in your will?
- Making a No Frills Will
- Making Your Will Legal
- Special Property Rules for Marriend People
- What You Can't Do In Your Will
Children:
- Choosing A Guardian
- Leaving Property to Young Children
- Resources
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