General Information

Free tools to help you better understand the basics of estate planning, like different plan types, who should fulfill certain roles, and how the documents work together within a Trust-Based Estate Plan.

This quick reference guide covers the most important annual limits as well as figures that are commonly referred to during the year.

What is going to happen to "my stuff"? What are beneficiary restrictions and designations? Where do I leave gifts to charities and individuals? What is the difference between specific gifts and personal property?

Basic estate planning techniques for todays modern blended family.