Estate Planning Information & FAQs
Estate, Gift, and GST Taxes
The federal government imposes taxes on gratuitous transfers of property made during lifetime (gifts) or at death (bequests/devises) that exceed certain exemption limits.
An Introduction to Wills
A will is a legal document that describes how you would like your property and other assets to be distributed after your death. Explore our frequently asked questions about wills and types of non-probate property.
A revocable living trust is a trust that is created and funded during your lifetime that you retain the power to amend or revoke.
Power of Attorney
A Power of Attorney gives one or more persons the power to act on your behalf as your agent. Review common questions regarding Power of Attorney and the varying state laws.
Living Wills, Health Care Proxies, and Advance Health Care Directives
Questions Regarding Living Wills.
Planning with Retirement Benefits
Learn about planning considerations when preparing retirement benefits.
Guidelines for Individual Executors and Trustees
After an individual's death, his or her assets will be gathered, business affairs settled, debts paid, necessary tax returns filed, and assets distributed as the deceased individual (generally referred to as the "decedent") directed.
The Lawyer's Role and "Do It Yourself" Estate Planning
Learn about what is the Lawyer's Role and DIY Estate Planning.
Lifetime Issues, Gathering Information, and Planning for Disposition of Property
Learn about health care decision making and property management, durable power of attorney, health care proxies and much more.
Basic Will and Trust Drafting
Get insight on basic will and trust drafting including bequests, survivorship issues, powers of appointment, ademption, tax apportionment and much more.
This site is provided as a public service by the ABA Real Property, Trust and Estate Law Section. 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.