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Estate Planning | ||||
| Overview | |||||
| Nolo Press | Excellent "big
picture" review of issues and legal concepts you
should know when you plan your estate. |
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| Court TV | Top-notch discussion
of how wills and trusts are used in an estate plan. From
Court TV, a now well-known business making a name for
itself in quality legal information. |
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| Basic Estate Planning | Menu of estate planning topics,
beginning with aims and objectives and continuing through
discussion of many specific estate planning tools.
Created by the law firm of Reinhart, Boerner, Van Deuren,
Norris & Rieselbach, this site offers a very complete
list of contents and a concise, easy-to-read format. |
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| Wills and Trusts | |||||
| The Complete Tutorial | Attorney/CPA Michael Palermo of
Lexington, KY, writes knowledgeably and sensibly about
key estate planning topics, including wills, trusts,
insurance, probate, tax issues and many specialized
estate instruments. Plan to spend some time with this
site. It offers probably the best-written and
least-biased information on the Web about estate
planning. |
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| Sample Estate Plan from Teahan & Constantino | Easy-to-follow introduction to
wills and trusts through an explanation of how a typical
couple plans their affairs. Includes sample documents
prepared by Teahan & Constantino, a law firm in
Upstate New York. |
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| Trust for a Disabled Child | How parents can provide for a
disabled child through a special needs trust, which fills
the gaps in public benefits programs by providing for
needs not covered by those programs. |
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| Services to Avoid | Critique of "trust
mills" and other oversold estate planning products
offered by non-lawyers. |
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| Living Wills | |||||
| Living Wills Web Pages | The mother of all websites about
living wills. Created by an individual named Scott
Roberts, this site links you to nearly 100 websites that
provide detailed information and many forms for living
wills in all 50 states. |
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| Complex Estate Planning | |||||
| Hale & Dorr Trusts & Estates Bulletin | Index of articles about
sophisticated estate planning techniques, written for
Massachusetts residents but focused on federal tax
issues. Most topics are useful primarily for larger
estates. |
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| Business Succession Planning | Reinhart, Boerner, Van Deuren,
Norris & Rieselbach explain sophisticated techniques
for estate planning with family-owned business assets.
Offers easy-to-read format and concise writing style. |
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| Planned Charitable Giving | Another gem from Reinhart,
Boerner, Van Deuren, Norris & Rieselbach, explaining
how different kinds of charitable remainder trusts or
private foundations can be used to get the most out of
your highly-appreciated capital investments. |
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