---
title: Estate Planning
description: Estate planning is the process of organizing the transfer of assets before and after death. Learners will understand the function of wills, trusts, power of attorney, and healthcare directives to protect assets and minimize tax liabilities.
category: finance-economics
subcategory: personal-finance
difficulty: beginner, intermediate, advanced
url: /subject/estate-planning
---

# Estate Planning

Estate planning is the process of organizing the transfer of assets before and after death. Learners will understand the function of wills, trusts, power of attorney, and healthcare directives to protect assets and minimize tax liabilities.

## Available Resources

3 Books • 2 Websites

## Websites

### 1. 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.

**Difficulty:** Beginner | **Price:** Free

**Link:** https://www.bogleheads.org/wiki/Estate_planning

**Tags:** estate-planning, wills, trusts, beneficiary-designations, personal-finance

### 2. 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.

**Difficulty:** Intermediate | **Language:** English | **Price:** Free

**Link:** https://nerdwallet.com

**Tags:** websites, business-entrepreneurship, finance

## Books

### 1. Estate Planning Smarts

**Author:** Deborah L. 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.

**Difficulty:** Intermediate | **Language:** English | **Price:** Paid

**Link:** https://www.amazon.com/dp/0983697019?tag=edmonddante07-20

**Tags:** books, personal-development, personal-finance

### 2. Plan Your Estate

**Author:** Denis Clifford

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.

**Difficulty:** Intermediate | **Language:** English | **Price:** Paid

**Link:** https://www.amazon.com/dp/1413317200?tag=edmonddante07-20

**Tags:** books, personal-development, personal-finance

### 3. The Complete Book of Wills, Estates & Trusts

**Author:** Alexander A. Bove Jr.

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.

**Difficulty:** Intermediate | **Language:** English | **Price:** Paid

**Link:** https://www.amazon.com/dp/0805078886?tag=edmonddante07-20

**Tags:** books, personal-development, personal-finance

---

*This content is part of Dantes.io - Your Treasure Map to Knowledge*

*Curated by humans at Dantes.io. Personal study use welcome; republishing this curation requires permission (team@dantes.io).*

View this page online: https://dantes.io/subject/estate-planning