Estate Planning Smarts
by Deborah L. Jacobs · Deborah Jacobs
A lawyer-journalist's practical guide to building an estate plan, organized as short chapters with to-do lists. Covers wills, trusts, powers of attorney, providing for spouses and children, passing on a family business, charitable giving, and protecting assets from creditors.
This link may earn us a small commission at no extra cost to you. Affiliate disclosure
More resources on Estate Planning
nerdwallet.com
NerdWallet is a personal finance site that offers independent product reviews and side-by-side comparisons of financial products. It also features expert guidance, budgeting and investing content, and practical tools and calculators for credit cards, loans, mortgages, insurance, banking, and more.
Bogleheads Wiki - Estate Planning
Community-maintained wiki article summarizing U.S. estate planning basics: wills, revocable living trusts, beneficiary designations, powers of attorney, healthcare directives, probate and federal estate tax, with links to deeper pages so readers can organize documents and know when to hire an attorney.
Plan Your Estate
Nolo's plain-English reference to U.S. estate planning options: avoiding probate, leaving property by will or living trust, using life insurance, naming guardians for minor children, planning for incapacity, and reducing estate taxes. Helps readers choose which tools fit their situation.
The Complete Book of Wills, Estates & Trusts
An estate attorney and Boston University law adjunct explains how wills, probate and trusts work, including using trusts to reduce taxes, contesting or defending a will, settling an estate, durable powers of attorney, and shielding assets from creditors.