Estate Planning

Sample Estate Planning Worksheet

Click the link below to download a PDF document of the sample document.

The Major Elements in Life Planning

Several elements are of paramount concern in thinking about one's future. These elements include:

Pour-over Wills

"If I have a trust do I need a will?"

Other Options for Distributing your Estate after Death

Joint Tenancy: Joint Tenancy is a method of owning property which enables a person to hold property with one or more other persons in a manner in which the property will be owned by the survivor(s) of the Joint Tenants. Assume a husband and wife hold the title to their house as Joint Tenants [assuming no other state title statutes may apply for this example].

Probate

After death, what happens?

In most states - Probate Court. After you die, it is critical to understand that your will most likely will end up in a probate court proceeding.

Transfer of the Decedent's Estate

Probate property is property that passes under the decedent's will or by intestacy.

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