Estate Planning Legal Guides (365 found)

Written by Erin Elizabeth Dixon
You may not know it, but you have an estate plan. Even if you have never taken the time to visit an estate planning attorney and have a trust or a will drafted, the state of California makes certain presumptions about what you would want as a parent in the absence of a specific written plan.
5 of 5 users found this helpful. Posted 3 months ago in Estate Planning. Jurisdiction: California

Written by Lauren Kirsten Schall
The primary reason to create an estate plan is to ensure your family is properly cared for after your death. An estate plan also allows you to select a loved one to manage your estate should you become unable to do so yourself. An estate plan can also minimize or eliminate estate taxes.
5 of 5 users found this helpful. Posted about 1 month ago in Estate Planning. Jurisdiction: Federal

Written by Howard Robert Roitman
Estate planning is something everyone should think about some time. Your estate plan is the steps you take to direct who will get your property when you die. Here are answers to some of the most often-asked estate planning questions.
Posted about 1 month ago in Estate Planning.

Written by Daniel B. Purtell
The basic documents that everyone should have in planning for disability and death.
Posted about 1 month ago in Estate Planning.

Written by Janet Lee Brewer
What should you look for when you're choosing a lawyer to prepare your estate plan? What factors should you consider?
Posted about 1 month ago in Estate Planning.

Written by Daniel B. Purtell
Unmarried and re-married couples and divorced individuals have special circumstances that must be planned for on purpose.
Posted about 1 month ago in Estate Planning.

Written by Henry Daniel Lively
Common Mistakes you can avoid to protect yourself, your loved ones and your hard - earned assets.
2 of 3 users found this helpful. Posted about 1 month ago in Estate Planning. Jurisdiction: Federal

Written by Lesly C Longa
Without a will, state law will determine how your property will be disposed after your death. Wills vary in complexity. A person can use a will to achieve a variety of objectives. If you already have a will, there are certain events that may trigger the need to update your will or estate plan.
Posted about 1 month ago in Wills / Living Wills. Jurisdiction: Florida

Written by Henry Daniel Lively
This guide discusses the basic documents that should be included in your estate plan.
1 of 1 users found this helpful. Posted about 1 month ago in Estate Planning. Jurisdiction: California

Written by Henry Daniel Lively
This guide discusses what a good succession plan can do for your estate plan.
Posted about 1 month ago in Estate Planning. Jurisdiction: Federal

Written by Henry Daniel Lively
This guide describes what you will need to do to prepare for a meeting with your estate planning attorney to prepare your living trust package.
Posted about 1 month ago in Estate Planning. Jurisdiction: Federal

Written by Bradley B Anderson
Whether you currently have a living trust or a will or have not yet done anything, you should consider a visit with an estate planning attorney.
Posted about 1 month ago in Estate Planning. Jurisdiction: Federal

Written by Christopher Jason Parvin
For most, dealing with the prospect of their own death can be a troubling thing. This fact alone drives most people to indefinitely delay having their Last Will and Testament written. This guide will provide you with some basic advice as to how to prepare to have your Will drafted.
Posted about 1 month ago in Estate Planning.

Written by Cheryl K. David
Basic questions and answers everyone should ask and know the answers to when seeing an estate planning attorney.
Posted 20 days ago in Estate Planning. Jurisdiction: North Carolina

Written by Cheryl K. David
The most basic estate plan should consist of six documents.
Posted 20 days ago in Estate Planning. Jurisdiction: North Carolina

Written by Douglas L. Kaune
A person's divorce and subsequent re-marriage results in the need for many estate planning revisions and updates. This guide will provide a checklist of items to review prior to entering into a second marriage and shortly afterward.
2 of 3 users found this helpful. Posted 16 days ago in Estate Planning. Jurisdiction: Pennsylvania

Written by Cheryl K. David
How to protect the inheritance for all family members in successive marriages.
Posted 13 days ago in Estate Planning.

Written by Cheryl K. David
Estate plans must be handled differently when you have a child with special needs. Money and assets left directly to a child are part of the child's estate and may disqualify the child from continuing to receive benefits or qualifying for certain state and federal programs.
Posted 7 days ago in Trusts.

Written by Charles Bernard Pyke Jr.
Multiple marriages have resulted in millions of “blended” families. While each family is unique, blended families bring even more challenges for estate planning. Each spouse may have children from prior marriages, may have children together, and there may be support obligations to former spouses.
Posted 6 days ago in Estate Planning. Jurisdiction: Georgia

Written by Leslie Rubright Daff
Larger estates; those in excess of the federal estate tax credit amount or applicable exclusion amount ($2 million per person in 2008, and $3.5 million in 2009) may benefit from one or more of the following strategies and associated documents, which can be used alone or in conjunction with others.
Posted 12 months ago. Jurisdiction: California