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Table of Contents
Chapter 1: Estate Planning Basics
Chapter 2: Wills and Trusts – Choosing the Right Tools to Make Your Estate Plan Work
Chapter 3: Beyond Wills and Trusts – Other Estate Planning Tools
Chapter 4: The Ins and Outs of the Probate Process – Will or No Will
Chapter 5: Family Dynamics: A Case Study From My Family – Two Points of View
Chapter 6: Choosing or serving as an Executor, Administrator, Agent, or Trustee: Practical Considerations
Chapter 7: Using Trusts to Plan for Your Family
Chapter 8: Planning for Children or Grandchildren with Disabilities
Introduction
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Table of Contents
Chapter 1: Estate Planning Basics
Chapter 2: Wills and Trusts – Choosing the Right Tools to Make Your Estate Plan Work
Chapter 3: Beyond Wills and Trusts – Other Estate Planning Tools
Chapter 4: The Ins and Outs of the Probate Process – Will or No Will
Chapter 5: Family Dynamics: A Case Study From My Family – Two Points of View
Chapter 6: Choosing or serving as an Executor, Administrator, Agent, or Trustee: Practical Considerations
Chapter 7: Using Trusts to Plan for Your Family
Chapter 8: Planning for Children or Grandchildren with Disabilities
Introduction
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Common Estate Planning Mistakes
Top Mistakes to Avoid
Not having a will or trust.
Failing to update documents.
Not communicating with family.
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