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Estate Planning Fundamentals


  • The Need for Estate Planning
  • No Will? No Problem! (State Drawn Will in Common Law States)
  • Advantages of a Will
  • Avoiding Probate
  • Types of Wills and Trusts
  • Revocable Living Trust
  • How a Bypass Trust Works
  • How Bypass and QTIP Trusts Work
  • Irrevocable Life Insurance Trust for a Married Couple
  • How Bypass and Irrevocable Life Insurance Trusts Work
  • Special Needs Trust
  • How a Special Needs Trust Works
  • Transfers to Noncitizen Spouses
  • Generation Skipping Transfer Tax
  • Funding Your Revocable Living Trust
  • Holding Title
  • Valuation of Estate Assets
  • Estate Settlement Costs Funnel
  • The Federal Estate Tax
  • How The Federal Estate Tax Works
  • Federal Estate Tax Tables
  • Paying Estate Costs with Estate-Tax-Free Dollars
  • Duties of an Executor
  • Durable Power of Attorney
  • Who Makes Medical Care Decisions when I Cannot?