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InvestorGuide University > Subject: Estate Planning
  Orange Bullet Estate Planning
Estate Planning Image The Importance of Estate Planning and Determining Your Net Worth
 InvestorGuide Staff

 Don't let your estate fall into the wrong hands. Learn about the importance of determining your net worth and planning your estate

Read More >>

Orange Bullet Planning Your Estate

 Understanding Wills and Trusts
 InvestorGuide Staff

 Learn the difference between wills and living trusts, and determine which one is right for your estate. Read More
Irrevocable Trusts
So You Don't Have An Estate Plan? That Could Be Costly.
Why Does Estate Planning Matter?
Estate Planning is for Everyone
Top Ten Estate Planning Goofs
Estate Planning
Tips for Estate Planning
Estate Planning - A Gift for Your Heirs
Putting Your Final Affairs in Order
Getting More Out of Your Retirement Assets
Divide and Conquer
Planning for the Worst
Important Legal Documents
Where to Keep Estate Documents and for How Long?
10 Strategies for Preserving Your Wealth
Consider an Estate-Planning "Checklist"
Tips to Consider for Your Estate Plan
Getting Organized for Heirs
Estate Planning for Combined Families
Yours, Mine, and Ours: Estate Planning for Today's Blended Family
Assets in Joint Ownership: Could This be a Problem?
Does Your Estate Plan Work?
Estate Planning for Retirement Accounts
Dealing with Asset Basis
Probate: Things You Should Know
Preserving Wealth: Planning Steps for Your Stage of Life
Letter of Instruction
Orange Bullet Estate Plans and Your Family

 Research Finds Huge "Legacy Gaps" In Baby Boomers and Parents' Views of Inheritance
 Tim Koenning

 Learn about the generational gaps in 'legacy planning' thinking in order to use that info to have an open, comprehensive discussion with your family. Read More
Would Your Survivors Spend It All?
Want to Avoid a "Family Feud" When Naming Beneficiaries?
Discussing Inheritances with Heirs
Inter-Generational Communications
A Medical Power of Attorney Can Protect Your Health Care Rights
Family, Fortune & the Perils of Success: Introduction
Family, Fortune & the Perils of Success: Why Most Traditional Estate Plans Ultimately Fail
Investing an Inheritance or Windfall
The Dreaded Probate Process
Orange Bullet Beneficiaries

 Selecting Beneficiaries
 Roger Wohlner

 These pointers can help you select the most appropriate beneficiaries for your estate which will make sure that your wealth is not wasted. Read More
Beneficiary Designation Planning: Not As Simple As You Think
Putting on Heirs-Who Inherits your Retirement Assets?
Beneficiary Designations as Estate Planning Tools
Orange Bullet Trusts

 Making Sense Out of Trusts
 Tony DiSorbo

 Have you taken the proper steps to ensure your family's future? Navigate the complex world of wills and trusts to see which option is best for you. Read More
Further Estate Considerations: A Trust to Manage Assets
Introduction to Charitable Remainder Trusts
Charitable Trusts Can Work for You
Help Your Family and Charity with These Trusts
Using Charitable Trust in Your Retirement Planning
Using CRTs to Build Family Wealth
Thinking Through a QTIP Trust
Incentive Trusts Gain Momentum
Bypass Trusts for Married Couples
Generation Skipping Trust Planning: Family Leaders Series
Living Trusts: Fact and Fiction
Providing a Structured Income Stream for Heirs without a Trust
Dynasty Trust Is Not Just For the Wealthy
Generation Skipping Trust
Trust Mills: Clear and Present Dangers
The Right Scenario
Orange Bullet Wills

 Do You Really Need a Will?
 Roger Wohlner

 A will is not just for the rich. This article examines the reasons many avoid creating a will, and why skipping it is a bad idea. Read More
What Is a Simple Will and Why Might I Need One?
What is a Trust? POA? Living Will?
Four Important Documents That Can Ensure You Retain Control
Ethical Wills
Advance Directives: Make Your Wishes Known
Orange Bullet Giving to Charity

 Gift Giving
 Tim Koenning

 Discover some of the basic rules of federal gift taxation and how they should influence your estate plan. Read More
What constitutes a gift to charity?
Family Foundations: New Tricks from an Old Dog
Donor-Advised Funds: How Do They Work?
Donor-Advised Funds: A Simple Tool for Family Philanthropy
Charitable Planning Strategies
Private Foundations
Understanding Charitable Remainder Trusts
Pooled Income Funds
Orange Bullet Information for Executors

 What Are the Duties of Your Executor?
 John Armstrong

 Reading this article will help you understand the responsibilities of an executor which will help you pick the most competent executor for your estate. Read More
Executor's Checklist
Executor Choices
I'll Take Care of Everything
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