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This guide is intended as an easy reference, pocket-sized guide for the estate planner, and anybody involved in estate planning. The information contained herein is a summary of some of the key estate planning principles. Estate planning touches on many areas, and involves not only planning for death, but also planning
needs an estate plan. An estate plan allows you to direct how and to whom your property will be distributed after your death. If you have no estate plan at all, your property could be distributed according to your state's intestacy laws without regard to family needs or your desires. Estate planning is an ongoing process.
3 Mar 2015 It can be tough to start thinking about estate planning, but it's an important part of any long-term financial plan.
3 Jan 2017 It will allow you to exercise greater control over your assets, minimize taxes and potential lawsuits, speed up the settlement of the estate and avoid probate court. You'll need to consult an estate planning attorney both to figure out what kind of trust you need and to legally establish that trust.
THE INFORMATION YOU PROVIDE IN THIS ESTATE PLANNING GUIDE WILL BE. USED TO PREPARE YOUR ESTATE PLANNING DOCUMENTS. PLEASE BE SURE. THE INFORMATION IS ACCURATE AND COMPLETE. IF YOU HAVE ANY QUESTIONS WHILE COMPLETING THIS GUIDE, PLEASE. CONTACT US AT
3 Mar 2017 The free Your Will and Estate Planning Guide will help you gather the information you need to create your first will or update an existing one. Download now.
Here's what we'll be covering: What's an estate? What do you want to get out of your estate plan? Three important things to include in your Will. What's a will executor? What should you do once you've written your Will? Is a living trust right for you? What about debt and taxes? Living Will vs. Power of Attorney.
29 Aug 2014 Learn how to protect your legacy and the importance of setting up a will, living will, trust, etc. Estate planning is important for every man.
By Steven Merkel What Is an Estate and What Planning Is Involved? It's important for you to understand what the word "estate" means so that you do not underestimate the broad scope of the term. The "estate" consists of all the property a person owns or controls. Examples of the more well-known items include personal
14 Oct 2012 This guide was last updated on Nov. 11 2013 to include Forbes stories on the estate tax changes made in the fiscal cliff tax deal, as well as the latest on federal an state estate taxes for 2014. For advice on income tax planning for 2013, see the Forbes 2013 Tax Guide here. With all the noise in the last few

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February 2018