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- Estate Planning
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.
