Everything you need to know about estate planning
What is a Will?
Why Do I Need a Will?
How to Make a Will: A Checklist
The Legal Requirements of a Will
Choosing Guardians for Your Kids
Making a Will at Life’s Different Stages
Dying With or Without A Will: Two Scenarios
Estate Planning Basics
What Is an Estate?
Why Do I Even Need an Estate Plan?
Why You Need to Plan Your Estate
Why Your Estate Planning Goals Are Unique
The Consequences of Dying Without a Will
Wills and Trusts – What’s the difference?
Define Your Goals
Deciding The Purpose of Your Retirement Funds
What Are My Estate Planning Goals?
Planning for Your Will
Evaluate Your Personal Situation
Making the Critical Estate-Related Decisions Upfront
Working a Divorce into an Estate Plan
Planning for Unmarried Relationships
Whom Do I Want to Take Care Of?
Calculating the Value of Your Real Property
Personal Property: Tangible & Intangible in Estate Valuations
Create Your Plan
The Critical Path Method to Planning Your Estate
Getting Too Precise in Your Will
Understanding the Basics of Wills
Getting to Know the Different Types of Wills
Choosing Your Will’s Contents
Figuring Out Your Will Status
Making Your Peace with Statutes That Affect Your Will
Working a Trust Into Your Estate Plan
Linking Your Estate-Related Tax Planning with Your Trust Planning
Looking at Your Goals and Objectives for Setting up Trusts
Deciding What Property to Place in Trust
Linking Your Estate-Planning and Trust Goals with Specific Property
Stepping Back and Comparing Both Trust and Nontrust Options
Navigating through the Bermuda Triangle of Federal Taxes
Protecting Your Property (Including Home Sweet Home!) from the Estate Recovery Act
Giving a Gift: The Basics
Looking Inside Three Common Gift Tax Situations
Finalize Your Plan
Finalizing Your Choices — Dotting I’s and Crossing T’s
Avoid Using Your Beneficiaries as Will Witnesses
Monitor & Update Your Plan
Calculating Adjustments in Your Estate’s Value Due to Life Changes
Changing, Amending, and Revoking Your Will