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Explains what an executor is and does in order to settle an estate.
Includes a checklist and resources for more help if you are named an
executor.
Living Trust Offers: How to Make Sure They're Trust-worthy
Defines key terms of estate planning. Questions to ask
and steps to take before signing any papers to create a will, a living
trust, or any other kind of trust.
How to estimate the size of your estate, minimize taxation, and provide
for your heirs.
Estate Planning Tutorial
Estate planning, although complex, is simply too
important to ignore. This tutorial can help you start developing an
estate plan that considers your wishes and your family's needs.
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Affordable Learning Tools |
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Estate Planning Training Series - $48
This training series helps users understand
the various considerations in planning an estate. It provides an
overview of the terms and resources needed to prepare an estate
plan, and explains how to determine assets, will preparation
strategies and considerations, trusts, and retirement issues.
Also covered are tax strategies to implement in your estate
planning. This training series also offers guidance on revising
an estate plan throughout life changes. |
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Socrates - Know How Made EZ
Estate Planner Library
Ensure your family will be protected and your
wishes carried out by using this librarys instructions and
forms to prepare a last will and testament, a living will and a
living trust. Includes CD with 3 e-books and useful forms. |
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The Right Estate Plan for You
Is your estate plan in good shape? Here's
what to consider.
Estate
Planning CE
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