Basic Estate Planning
Estate Planning Research
Considering estate planning? Don't know much about it and would like to learn more? You made a good decision by coming here to
Lyster.com. First, peruse the pages on "Estate
Planning 101." We have listed below a few other good places to
continue the process. The best bet? Contact
us! We are eager to help!
If you are looking for the
new estate tax
rates and an
of how those new rates work, look no farther. These are available right
here (follow the hyperlinks).
Estate Planning Materials for the General Public from the
Trusts and Estates Section of the State Bar of California:
Ethical wills are a way to share your values,
blessings, life's lessons, hopes and dreams for the future, love, and
forgiveness with your family, friends, and community. Ethical wills are
not new. The Hebrew Bible first described ethical wills 3000 years ago (Genesis
Ch. 49). References to this tradition are also found in the Christian Bible
(John Ch. 15-18) and in other cultures. Initially, ethical wills were
transmitted orally. Over time, they evolved into written documents. 'Ethical
wills' are not considered legal documents as compared to 'living wills' and your
'last will and testament' which are.
EstateCounselors.com is an easy to use estate planning
resource developed by the law firm of Willms Anderson, S.C. The purpose of the
site is to provide a comprehensive and useful source of estate planning
information online. It is excellent.
Planning: Where Will My Assets Go When I'm Gone?
Leimberg on Total Return Unitrusts.
A new use for an old concept - the unitrust is adapted for use by non-charitable beneficiaries.
The Suburban Group's explanation of the probate process. (You've probably heard the "cons" of probate; here is a slightly more "pro" slant.)
Handbook for Conservators The California Judicial Council makes
available online, free of charge, its
Handbook for Conservators. Also available there are
for Seniors and a
self-help center for seniors. A
Checklist for Conservators of the
Estate is also available.
An online broker of immediate annuities, there are useful links to other
resources on immediate annuities and an online annuity calculator.