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  Breaking news, research, and reports in estate planning, tax policy, planned giving and trust management.  To find out how to link to this page click here. 
 

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Frequently Asked Questions

  

Estate Planning Links

Estate Planning

  1. How do I get started? (American Bar Association)

  2. When should I get started? (Free Advice)

  3. The right estate plan for you (Nolo Press)

  4. What sort of instructions are made as part of an estate plan? (Free Advice)

  5. What are some typical estate planning documents? (Free Advice)

  6. How do I estimate the size of my estate, minimize taxation, and provide for my heirs?  (MetLife Consumer Education Center)

  7. What should I consider when selecting the executor of my will? (Free Advice)

  8. Tax breaks for do-gooders (Nolo Press)

  9. Reducing Estate Tax by Making Gifts Under $10,000 (Nolo Press)

  10. What do all these complicated words mean?  (Free Advice)

  11. When does an estate become taxable? (Free Advice)

  12. Contribution dates for year-end gifts (AFP)

  13. How does one differentiate between the terms “planned giving,” “deferred giving” and “major giving”? (AFP)

  14. Annuity Rates (American Council on Gift Annuities)

Trusts

  1. How is a trust helpful in estate planning? (Free Advice)

  2. Do I need a Living Trust?  (FindLaw)

  3. Tax savings through AB Trusts (Nolo Press)

  4. Pooled Charitable Trusts: Tax breaks for the small fry (Nolo Press)

  

Estate Planning

» Smart Money

» Trusts & Estates

 

Planned Giving

» Leave A Legacy

» National Committee on Planned Giving

» Planned Giving Design Ctr.

» Planned Giving Resources

» Planned Giving Today

 

Tax & Legal

» FindLaw

» Free Advice

» Nolo Press

» Nonprofit Issues

» Nonprofit Law Resource Library

» Tax Prophet

 

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