Estate Planning Info & FAQs

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Estate Planning Overview


What is Estate Planning?

Estate planning is a process involving the counsel of professional advisors who are familiar with your goals and concerns, your assets and how they are owned, and your family structure. It can involve the services of a variety of professionals, including your lawyer, accountant, financial planner, life insurance advisor, banker and broker.

Estate planning covers the transfer of property at death as well as a variety of other personal matters and may or may not involve tax planning. The core document most often associated with this process is your will.

Estate Planning FAQs

Click here to access our comprehensive estate planning FAQs webpage. This webpage is full of information ranging from what a will does/does not do to living wills and retirement benefits.

"Death and Taxes" Video

This video is a one-hour program from the respected PBS series, Inside the Law. This informative TV special was produced through a grant from the ACTEC Foundation. View the video in this link.

Please note: Making this link available on this page does not constitute an endorsement of the foundation or the site or ACTEC by the ABA or the RPTE Section. Neither does it encourage viewers to access other portions of the website.

Disclaimer

Disclaimer of Liability: This site is provided as a public service by the ABA Section of Real Property, Trust and Estate Law. While the information on this site is about legal issues, it is not legal advice or legal representation. Because of the rapidly changing nature of the law and our reliance upon outside sources, we make no warranty or guarantee of the accuracy or reliability of information contained herein or at other sites to which we link. We assume no responsibility for any information, advice or services provided by any site to which we link.

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