Estate Planning
The purpose of estate planning is to prepare the transfer of your assets to others upon your death. Without a comprehensive estate plan, a significant part of your retirement assets accumulated over the years through work and investments can be lost or given to unintended beneficiaries – or taxed away by the government in the form of heavy estate taxes and probate costs.In this section you'll learn about wills and probate, trusts, charities, beneficiary designations and estate taxes as you design your personal estate plan.
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LAST UPDATED: February 2012
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- Asset Protection Trusts: A Basic Overview
- Avoiding Probate With a Living Trust
- The California State Death Tax Laws
- Family Business Estate Tax Reduction
- Health Care Directives: What You (And Your Loved Ones) Need To Know
- Living Trusts: Frequently Asked Questions and Answers
- Living Wills: Frequently Asked Questions and Answers
- Need To Probate An Estate?
- Options for Avoiding Estate Tax
- Postponing and Avoiding Taxes: Good News for Smart Estate Planning
- Protecting Your Family's Inheritance With A Beneficiary-Controlled Trust
- Roth IRA Estate Planning Strategies
- Want More Control Over Your Tax Dollars? Consider a Private Charitable Foundation
- What a Basic Living Trust Should Contain
- Estate Planning Issues for Non Traditional Families - Part I
- Estate Planning Issues for Non Traditional Families - Part II
- Estate Planning Issues For Non Traditional Families - Part III
- Probate Conservatorships - Estate Planning Issues - Part I
- Probate Conservatorships - Estate Planning Issues - Part II
- Why Make A Will?
- Advance Directives: "The Living Will" and other issues
- What You Need to Know About Probate
- What is Probate How does it work
- Are Revocable Living Trusts for You Basic Information
- Wills and Trusts Defined
- Estate Planning – Get Organized!
- Questions & Answers Regarding Probate
- Avoiding Probate: A How To Guide
- 10 Estate Planning Success Tips
- How to Choose an Attorney
- Estate Executor: Duties and Obligations
- Get Started with Basic Estate Planning
- Financial Survival Tips for Small Businesses Part II
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