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Estate Planning Articles
A proper estate plan helps ensure your wishes are followed after your death. It provides instructions for your family, distributes your assets, and can help minimize taxes and avoid or minimize the cost of probate. A good estate plan includes a will, durable power of attorney, and a health care directive or “living will”. Many people also make tax-advantaged gifts to charitable organizations.
The following thought-provoking articles are intended help you assess your personal needs. Please contact our
team if we can be of assistance.
Articles:
(Reproduced with permission from Nolo. Read Terms of Use)
Tools from the ACLU:
- Estate Organizer
A detailed checklist and spreadsheet for your financial and personal information that you can print out or download.
- Gift Calculator
Use the calculator to see compare gifts, rates of return and tax benefits.
- Glossary
Terms of Use:
We are reproducing these articles with the permission of Nolo, an independent publisher of lawrelated information. You may download and print these articles, but you may not distribute them and may not use the name “Nolo” or any other trademarks of Nolo without the express permission of Nolo or except as otherwise permissible under the law. The articles are designed by Nolo to provide accurate and useful information in regard to the subject matter covered therein. However, they are distributed by Nolo and posted by us on this web site with the understanding that they are intended to be used for informational purposes only and are not intended to constitute legal, accounting, or other professional advice and by accessing, downloading or printing these articles, you are deemed to accept this limited use and understanding. The information in these articles may not be applicable to every factual circumstance or in every jurisdiction. Further, legal rules are subject to change and differing interpretations. If legal advice or other expert assistance is required, the services of competent professionals should be sought.
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