Selected Estate Planning Resources

Arkansas - Estate Planning Fact Sheets

• Estate Planning Defined
• Getting Started on an Estate Plan
• Legal Language for Property Owners
• Ownership of Property
• Revocable Living Trust
• What is a Will?

Indiana

• Who Will Get Grandpa's Farm? Communicating About Farm Transfer (applies to all states)
• Who Will Get Grandpa's Farm Workshop Outline
• Getting Ready for Estate Planning (applies to all states)
• Retirement and Estate Planning for Farm Families

Iowa

• Estate Planning: Planning for Tomorrow
• Money Mechanics: Estate Planning
  

Kentucky

• Retirement and Estate Planning for Farm Families

Minnesota

• Who Gets Grandma's Yellow Pie Plate?

Montana - Estate Planning: 27 topics you must know about

• Resources that apply to all states include
  • Annuities
  • Designating Beneficiaries through Contractual Agreements
  • Estate Planning: The Basics
  • Federal Gift Tax
  • Federal Estate Tax
  • Getting Started With Estate Planning
  • Gifting
  • Glossary of Estate Planning Terms
  • Letter of Last Instructions
  • Life Insurance: An Estate Planning Tool
  • Revocable Living Trusts
  • Selecting an Organizational Structure for your Business
  • Talking with Aging Parents About Finances
  • Transferring Your Farm or Ranch to the Next Generation
  • Transferring Your Farm or Ranch to the Next Generation Through a QTIP Trust

New Jersey

• Final Retirement Plan Uniform Distribution Table (2002)

Ohio

• Ohio's Estate Planning Considerations for Ohio Families

Oregon

• Estate Planning: Your Will
• Estate Planning for Families with Minor Children
• Revocable Living Trusts
• Premarital Agreements
• If You Became Incapacitated, Who Would Make Decisions for You?
• Helping Your Older Family Member Handle Finances

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Last Updated: 05/01/2008