All Articles About Estate Planning

What Is Joint Tenancy? What Is an Insolvent Estate? Life Estate Deeds Bequests and Their Tax Consequences Holding Joint Ownership Property to Avoid Probate How to Create a Payable on Death Account Estate Freeze Strategy: Minimizing Estate & Gift Taxes Which is better - an Inter Vivos or Testamentary Pet Trust? Prenuptial and Postnuptial Agreements and Your Estate Plan 3 Advantages of a Special Needs Trust Estate Planning: Planning for Incapacity What are Non Probate Assets? What are Probate Assets? What is Probate? Common Power of Attorney Questions Answered Amending a Living Trust 4 Reasons to Create a Living Trust Financial Uses of an Irrevocable Trust Healthcare Power of Attorney (HCPA) What Is a Dual Power of Attorney? How to Make Your Own Will What Is a Charitable Family Trust? What Is a Living Trust? 4 Asset Protection Strategies Asset Protection Planning: An Overview Veterans' Burial Benefits Provided by the US Government When to Use an Estate Freeze Trust What Is an Inter Vivos Gift? What Is an Estate Freeze Trust? What Is a QTIP Trust? How to Qualify for a QTIP Trust How to Add a Codicil to a Will 4 Advantages of Revocable Trusts 3 Advantages of a Spendthrift Trust 4 Advantages of Discretionary Trusts Grantor Retained Annuity Trust (GRAT) Estate Planning: Determining What Will Happen to Your Personal Effects What Is an Irrevocable Living Trust? How to Write an Advance Directive How to Revoke a Power of Attorney Do You Qualify for a Special Needs Trust? 3 Types of Probate Bonds 3 Tips on Avoiding Probate 4 Advantages of a 501c3 Organization Trustor Duties of the Trustee Estate Planning: The Executor's Duties Definition of a Life Beneficiary How to Create a Simple Will Asset Protection Basics Are Handwritten Wills Valid? Advantages and Disadvantages of Payable on Death Bank Accounts How to File a Probate Claim Do You Qualify for a 501c3 Exemption? What is a Probate Registry? Will Inheritance: Tangible and Intangible Assets How to Inventory Assets in Your Will What Is a Grant of Probate? Single with Small Children: Writing a Will How to Amend a Will if You Move between States 3 Tips for Choosing a Will Administrator Making Wills in Common Law and Community Property States 2 Tips for Choosing a Property Guardian in Your Will What Is Probate Inheritance? 3 Details in Setting Up Executors of Your Will 3 Basic Rules for Property in a Will 3 Steps You Can Take to Ensure Your Will 3 Possible Drawbacks of a Transfer on Death Why is Probate Necessary? How to Handle a Second Marriage in Your Will How to Prepare a Transfer on Death How to Leave Property to Non-Relatives in a Will 5 Unorthodox Will Beneficiaries Writing Wills: The Residuary Device Who Should Be Part of Your Estate Planning Team? What Should You Put in a Living Trust? Writing a Living Trust to Avoid Probate How to Designate a Beneficiary for an Investment Account How to Designate a Beneficiary for a Retirement Account How to Avoid Probate The Consequences of Dying Intestate Picking a Trust vs a Will: 5 Differences Function and Purposes of a Will Administrator 5 Property Types that Cannot Be Left in a Will How to Revoke Parts of Your Will 3 Requirements to Sign and Witness Wills Choosing a Basic or Customized Will How to Handle Taxes and Debt in Your Will Unmarried with a Partner: Writing a Will Married with Small Children: Writing a Will Married with or without Children: Writing a Will Wills: What Is the Uniform Transfers to Minors Act? Executor of a Will: Understanding the Responsibilities Wills: The Survivorship Period The Alternate or Residuary Beneficiary in Your Will Wills: Restricting Beneficaries or Creating Sharing Agreements Your Last Will and Testament: 5 Kinds of Beneficiaries Dealing with Property in Your Will Wills: Including an Explanatory Letter 5 Types of Wills 5 Requirements to Creating a Valid Will The Consequences of Passing Away Without a Will 4 Benefits of Using a Discretionary Trust How to Set Up a Discretionary Trust What Are Discretionary Trusts? 4 Reasons to Consider an ILIT (Irrevocable Life Insurance Trust) What is an Irrevocable Life Insurance Trust (ILIT)? 3 Primary Uses for Irrevocable Trusts in Estate Planning Revocable vs Irrevocable Trusts What are Irrevocable Trusts? 5 Advantages of a QTIP Trust Estate Planning: Guide to Selecting Trustees General Duties of Trustees What is a Trustee? What Is a Charitable Remainder Unitrust? How to Set Up an Estate Freeze Trust 5 Types of Estate Freeze Trusts What is an Estate Freeze? 4 Top Estate Planning Mistakes 4 Things to Know when Naming Beneficiaries What Are Secondary Beneficiaries? What Are Primary Beneficiaries? What are Advance Directives? Spendthrift Trust Provisions: Protecting Beneficiaries from Themselves What is a Spendthrift Trust? Guide to Disinheritance Estate Planning: Can You Disinherit Your Child? How to Set Up a Pet Trust Types of Pet Trusts You Can Use to Protect Your Pets Pet Trust: Make Sure Your Pet is Taken Care Of 6 Possible Complications in Naming a Beneficiary What Is a Contingent Beneficiary? Estate Planning: Some Gifts Aren't Subject to Taxation Taxable Estate 4 Ways to Reduce the Size of Your Taxable Estate Estate Planning: Guide to Federal Estate & Gift Tax Estate Plan for Your Business Estate Planning: Setting Up Custodial Accounts for Your Grandkids Guide to Completing Probate Forms An IRA Beneficiary Designation in Your Will Won't Work How to File a Probate 3 Complicating Factors to the Probate Process Estate Planning: Disinheriting Your Spouse Estate Planning for Your Same-Sex Partner A/B Trust - Pros and Cons A/B Trust: The Most Popular Estate Tax Minimization Trust What is an A/B Trust? Special Needs Trust FAQ Planning for Incapacity: Financial Decisions 3 Benefits of Probate Bonds What Is a Probate Bond? How to Administer a Small Probate Estate Using a Revocable Living Trust to Avoid Probate How to Avoid Probate Administration Probate Process: How the Will is Probated 3 Top Reasons a Will Gets Contested in Probate Probate Process: What Happens when Personal Representative Fails to Perform Probate Process: Owning Land in More Than One State Probate Process: Dealing with Taxes Probate Process: How the Creditors Get Paid Probate Process: Distributing the Estate Probate Process: How It Begins Types of Property Included in Probate Probate: How to "Prove" a Will Do You Need to Probate if there's a Will? Avoid Simple Estate Beneficiary Mistakes How to Read Probate Records Probate Without a Will Wills and Probate FAQ Probate: Contesting the Will What is Probate Court? 5 Basic Steps of Probate Probate: Duties of the Personal Representative How Long Does Probate Take? How to Avoid Probate with Pay on Death (POD) Accounts What Assets Don't Go Through Probate? Estate Planning for Childess Seniors Estate Preparations in Prenuptial Agreements Using Charitable Gift Donations to a 501(c)(3) Guide to Naming Beneficiaries of Insurance Policies and Retirement Plans 5 Common Beneficiary Designation Mistakes 4 Steps to Making an Estate Plan 3 Methods of Avoiding Estate Probate 3 Reasons to Update Your IRA Beneficiary Designation 3 Flaws of Living Wills What is a Living Will? 3 Estate Tax Myths 5 Estate Planning Options An Introduction to Estate Probate Be Respectful of Your Inheritance: Tips for the Wise Power of Attorney: Know What You're Signing Over Estate Planning: Saving Money on Funerals Consider a Revocable Living Trust to Protect Beneficiaries Consider Estate Expenses When Preparing a Will Tax Considerations for Cash Charitable Giving Preparing the Executor of Your Estate How Does a Revocable Trust Work? Giving IRA Assets to Charity Charitable Giving of Appreciated Assets Discussion with Family Now Can Prevent Estate Pain Later Popular Methods of Charitable Giving Living Trust or Will: What Suits Your Needs? A Living Trust May Not Be Right for You Establishing a Living Trust When Should You Begin Estate Planning? Protect Your Loved Ones with Estate Planning Your Family's Financial Inventory Charitable Remainder Trusts Life Insurance and Your Estate Plan Charitable Gift Annuities Some Estate Planning DON'Ts Using Trusts to Provide for Young Children PODs and TODs Inheritance or Lifetime Gift? Planning is Everything The Importance of an Up-to-Date Will Health Care Directives Durable Power of Attorney for Finances Keep your Estate Plan Up-to-Date Funeral Arrangements that can Save Money Starting your Estate Planning Protect your Assets Now Taking Care of Elderly Parents Different Ways to Own Property Living Trusts Get Estate Planning Advice! Advance Medical Directives AB Trusts Be Wary of these Trust Shortfalls Powers of Attorney Using Family Partnerships and LLCs to Protect Assets Basic Estate Planning Items - Financal Web Some Necessary Will Provisions Wills Challenging a Will Probate Changing Your Will Who Needs an Estate Plan? Probate Tasks of the Executor If You’re Seriously Ill… QTIP Trusts Ways to Transfer Property Outside of Probate and Wills Guardianship and Conservatorship Probate Property Choosing an Executor Bypass Probate with a Directed Beneficiary Arrangement General Intestacy Laws Estate Planning