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Step by Step Guide to Estate Planning

This is your practical estate planning guide. Learn each and every step that is necessary to create, update and maintain a comprehensive foundational estate plan, from what you need to do before and during the drafting of the plan to the important things that you need to do after the plan has been completed.

A Crash Course in Estate Planning
Estate planning is a complex subject that can be better understood by breaking it down into seven fundamental concepts.

Step by Step Overview of the Estate Planning Process
Estate planning should be approached in the same manner that you would approach any other important decision in your life. Learn the steps that should be followed to establish and maintain a practical and common sense estate plan.

3 Reasons Why You Need to Hire an Estate Planning Attorney
When considering if you need to hire an estate planning attorney, remember this: estate planning is serious business. One wrong word or one missing signature can change the entire intent of an estate plan.

7 Tips for Finding an Estate Planning Attorney
Need to hire an estate planning attorney but don't know how to find one? Then this list of seven resources for locating an estate planning attorney in your state should do the trick.

6 Questions to Ask a Prospective Estate Planning Attorney
Once you've located a prospective estate planning attorney, you'll need to ask the attorney this list of important questions before you hire him or her as your attorney and trusted advisor.

4 Tips for Getting Started on Your Estate Plan
Once you've assessed your need for an estate plan and selected an attorney to work with, you'll need to create your foundational estate plan. In order to put your foundational estate plan together, there will be things that you'll need to do and many important decisions that you'll need to make. Here's a list of what they are.

10 Steps to Creating a Good Estate Plan
Estate planning is a process that consists of ten distinct steps. Learn what these steps are so that you, along with help from your estate planning attorney, can create a good estate plan.

6 Steps to Exiting Your Business if You Become Disabled or Die
At some point every business owner will want to "exit" their business. Many times, however, the owner won't be able to leave voluntarily. Without a proper business exit planning strategy, the involuntary loss of a key person can devastate a business by forcing liquidation during a chaotic time. Here are the six steps to follow to create a sound plan for exiting your business.

3 Tips for Determining How Often Should You Review Your Estate Plan
Once you have your estate plan up and running, your estate planning shouldn't stop there. Day in and day out things will happen that will affect your estate plan. Here's what and what to do about it.

6 Reasons Why You Should Update Your Estate Plan
Many estate planning attorneys contact their clients regularly through an annual review and maintenance program to insure that their clients' plans are kept up to date. Since not all estate planning attorneys have this type of formal maintenance program, here you will find the top six reasons why you must consider updating your estate plan.

What Are the Options for a Spouse Who Inherits an IRA?
If you inherit a traditional IRA and you are the account owner's spouse, then you'll most likely have several different options to choose from with regard to your inherited IRA. Learn what options you may be able to choose from and what will work best in your situation.

What Are the Options for Non-Spouse Beneficiaries of Inherited IRAs?
If you inherit a traditional IRA and you aren't the account owner's spouse, then you'll most likely have several different options to choose from with regard to your inheritance. Learn what options you may be able to choose from and what will work best in your situation.

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