Estate Planning FAQs
I) Estate Planning Overview
What is Estate Planning?
II) An Introduction to 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
III) Revocable Trusts
What is a Revocable Living Trust
IV) Power-of-Attorney
Power of Attorney Who Should Be Your Agent How the Agent Should Sign Beyond Signing Checks State Laws Vary
State Laws Vary What if I Move? Will My Power of Attorney Expire?
V) Living Wills, Health Care Proxies, and Advance Health Care Directives
Living Wills, Health Care Proxies, and Advance Health Care Directives LivingWills Health Care Proxy Why Have Health Directives? Obtaining_Living_Wills Organ and Tissue Donation Communication is the Key
VI) The Probate Process
What is Probate? Should You Avoid Probate?
VII) Planning With Retirement Benefits
Planning With Retirement Benefits Income Taxation of Qualified Plans and IRAs Distribution of Plan Assets to the Participants Distribution of Plan Assets After Participants Death Estate Tax Considerations Planning Considerations
VIII) Guidelines for Individual Executors and Trustees
Guidelines for Individual Executors and Trustees Understanding the Will Is Probate Necessary? Managing Estate Assets Handling Debts & Expenses Funding the Bequests Trust Administration Closing the Estate Common Questions
IX) The Lawyer's Role
X) Tax Changes from 2001
