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Estate Planning

An Introduction to Estate Planning and Administration

Introducing estate planning and probate.

The Power of Attorney

Describing the benefits of having a power of attorney, with free sample forms.

Your "Last Will and Testament"

Detailing the benefits of having a will, and what a legal will can do for your estate.

The "Living Trust" - An Introduction To Trusts

Describing the basics of trusts, and associated terminology.

The Charitable Remainder Trust

The advantages of giving to charity through a charitable remainder trust.

The IRA Inheritor's Trust

How heirs can benefit from the use of an IRA inheritor's trust.

The Young Adult Trust

The benefits of transferring assets to adult children through a trust.

The Legal Guardianship

Detailing the appointment and role of a guardian for an adult.

The Conservatorship

Information on the appointment and duties of a conservator.

Remembering Diversification, "An Idea Whose Time Has Come", Once Again

Describing the importance of diversification in investment planning.

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