Welcome to the Estate Planning Library

To assist you with your estate planning we have assembled a collection of feature columns for your use. Below is a directory listing of the contents, with a thumbnail presentation and a hot link.


CAUTION: NEW ESTATE TAX DEVELOPMENTS

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Estate Planning Overview
Good estate planning protects you and your family, and is a very important component of your overall financial planning.
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Getting Organized
Good organization is the foundation for making wise fiscal decisions.
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Selecting Advisors
It's important that you carefully select qualified advisers to guide you through these changes and challenges.
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Death In The Family
Being an executor, administrator or trustee can be very time-consuming and thankless job.
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Trustee Selection
People are frequently asked to serve as executor or trustee for a friend's or relative's estate and/or trust, but then feel uncertain about taking on the task when the time finally comes.
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Taking Care Of Aging Parents
It is wise for your parents to have their legal documents in order.
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