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Estate Planning Information & FAQs

Estate Planning Overview

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.

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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.

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Revocable Trusts

A revocable living trust is a trust that is created and funded during your lifetime that you retain the power to amend or revoke.

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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.

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The Probate Process

What is Probate and should you avoid it?

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

Questions Regarding Living Wills.

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Planning with Retirement Benefits

Learn about planning considerations when preparing retirement benefits.

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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.

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

Learn about what is the Lawyer's Role and DIY Estate Planning.

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Asset Protection Planning

Get an overview of Asset Protection Planning.

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The Glossary includes definitions of common terms relating to estate planning.

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Estate Planning Video Series
This video series offers an overview of estate planning basics, including drafting, executing, and implementing a basic estate plan. Whether you are new to estate planning or simply want a refresher course, this program contains practical information you need to know.
Estate Planning Information & FAQs


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.