Estate Planning FAQs

Estate Planning Overview


Estate, Gift, and GST Taxes

Glossary of Estate Planning Terms

 

An Introduction to Wills


Frequently Asked Questions about Wills

What Happens If You Die Without A Will?

What A Will Does

What A Will Does Not Do

How To Execute a Will

Types of Non-probate Property

Jointly Owned Property

Trusts

Annuities and Retirement Benefits

Life Insurance

 

Revocable Trusts


What is a Revocable Living Trust?

 

Power of Attorney


Questions Regarding Power-of-Attorney

Introduction

Who Should Be Your Agent?

How The Agent Should Sign?

Beyond Signing Checks

State Laws Vary

What if I move?

Will my Power of Attorney expire?

 

Living Wills, Health Care Proxies,
and Advance Health Care Directives


Questions Regarding Living Wills

Introduction

Living Wills

Health Care Proxy

Why Have Health Directives?

Obtaining and Maintaining Living Wills and Health Care Proxies

Organ and Tissue Donation

Communication is the Key

Other Resources on Living Wills

 

The Probate Process


What is Probate?


Should you Avoid Probate?

 

Planning With Retirement Benefits


Introduction


Income Taxation of Qualified Plans and IRAs

Distribution of Plan Assets to the Participant

Distribution of Plan Assets After the Participant's Death

Estate Tax Considerations

Planning Considerations

 

Guidelines for Individual Executors and Trustees


Introduction


Understanding The Will

Managing Estate Assets

Handling Debts & Expenses

Funding the Bequests

Trust Administration

Closing the Estate

Common Questions

 

The Lawyer's Role and "Do It Yourself" Estate Planning


What is the Lawyer's Role?


Do It Yourself Estate Planning

 

Asset Protection Planning


Overview of Asset Protection Planning

 

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Disclaimer

The materials on this website are provided for informational purposes only, do not constitute legal advice, and do not necessarily reflect the opinions or views of the American Bar Association, the Section of Real Property, Trust and Estate Law or any member of the Section. Transmission of the information is not intended to create, and receipt does not constitute, an attorney-client relationship between any attorney and any other person, group or entity. No representations or warranties whatsoever, express or implied, are given as to the accuracy or applicability of the information contained herein. No one should rely upon the information contained herein as constituting legal advice. The information may be modified or rendered incorrect by future legislative or judicial developments and may not be applicable to any individual reader’s facts and circumstances.

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