Frequently Asked Questions (FAQs)

Need information fast? Get immediate answers to your questions in plain, easy-to-understand English.

• Understanding Living Trusts^®
• Understanding Estate Taxes
• Understanding Who Should Be Beneficiary of Your IRA
• Understanding Corporate Trustees
• Understanding Charitable Remainder Trusts
• Understanding Life Insurance Trusts
• Understanding The Duties and Responsibilities of a Successor Trustee
• Glossary of Terms

Online Presentations

Need more detailed information? Our online presentations will take you step-by-step through Understanding Estate Planning and Living Trusts, Estate Taxes, Who Should Be Beneficiary of Your IRA and Charitable Remainder Trusts.

• Estate Planning & Living Trusts
• Estate Taxes
• Who Should Be Beneficiary of Your IRA
• Charitable Remainder Trusts

Estate Planning Articles

Need information on other important estate planning topics? Our articles will keep you up-to-date.

1. Should You Move to a Roth IRA?
2. How to Get The Most Out of the Increasing Estate Tax Exemption
3. Make Gifts to Reduce Your Estate
4. Private Charitable Foundation
5. Personal Residence Trust
6. Grantor Retained Annuity Trust (GRAT) & Retained Unitrust (GRUT)
7. Asset Protection Trusts
8. Land Trusts
9. Protection Against The Generation Skipping Transfer Tax
10. Qualified Domestic Trust
11. Finally... Something to Thank the IRS For!
12. Happy 18th Birthday, Honey.
13. When Is The Best Time To Plan Your Estate?
14. Got Stuff? You Need An Estate Plan!
15. The Family Limited Partnership
16. Will Your Kids Be Unintentionally Disinherited?
17. Gifting... An Easy and Satisfying Way to Reduce Estate Taxes
18. The Special Needs Trust: Planning for a Disabled Dependent
19. When Is It Time to "Service" Your Estate Plan?
20. Giving Your Assets to Your Children Now Can Cause Serious Problems
21. How Should You Hold Title to Real Estate?
22. An Introduction to Planning for Long Term Care
23. Business Owners: Have You Planned Your Exit?
24. How Can I Prevent My Children from Fighting Over My Belongings After I Die?

Estate Tax Calculator

Curious what your estate taxes and probate fees will be? Fill in your own numbers and get instant results.

• Estate Tax Calculator