There are two basic estate planning checklists. One is for the planning you do while you are alive; the other estate planning checklist is the checklist you use after a family member dies. This article will concentrate on the “life” estate planning checklist. Four Estate Planning Checklist
Estate Planning Forms and Documents Can Make A Difference Good estate planning forms and documents are so important, It can be tricky to get them. Many places will offer you free estate planning forms to get you in. If you get free estate planning forms you will
You probably don’t need the AB trust, at least not for the next 2 years with a total estate tax limit at $10 million for a couple, even without an AB trust.
For centuries the “last will and testament” was the standard for estate planning. Since the living revocable trust was introduced, the trust has become pretty much a standard in estate planning. Estates and trusts go together now like estates and wills used to go together. However, it
