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WiserAdvisor University  >  Subject: Estate Planning
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WiserAdvisor University is designed to provide you with high-quality information about investing and finance straight from those who know best: financial professionals. The University includes hundreds of informative articles on dozens of topics of interest to individual investors like you.
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List of Subjects
Finding An Advisor
Portfolio Management
Retirement Planning
Estate Planning
Insurance
Educational Planning
Budgeting and Saving
Taxes
Real Estate
Business Finances
Government and Economics
Miscellaneous
 
Estate Planning

You have worked hard to provide for your family’s future, now ensure that you are effectively accumulating and managing your assets for future generations. Learn about wills, trusts, charities, choosing beneficiaries and the role of the estate executor as you design your personal estate plan.

Trusts


Making Sense Out of Trusts >
Thinking Through a QTIP Trust >
Introduction to Charitable Remainder Trusts >
Using CRTs to Build Family Wealth >
Further Estate Considerations: A Trust to Manage Assets >
Bypass Trusts for Married Couples >
Using Charitable Trusts in Your Retirement Planning >
Help Your Family and Charity with These Trusts >
Generation Skipping Trust >
Charitable Trusts Can Work for You >
Trust Mills: Clear and Present Dangers >
Living Trusts: Fact and Fiction >
Dynasty Trust Is Not Just For the Wealthy >
Incentive Trusts Gain Momentum >
Providing a Structured Income Stream for Heirs without a Trust >
Generation Skipping Trust Planning: Family Leaders Series >
The Right Scenario >
Wills


Do You Really Need a Will? >
Advance Directives: Make Your Wishes Known >
What Is a Simple Will and Why Might I Need One? >
What is a Trust? POA? Living Will? >
Ethical Wills >
Four Important Documents That Can Ensure You Retain Control >
Planning Your Estate


Dealing with Asset Basis >
Estate Planning for Combined Families >
Estate Planning for Retirement Accounts >
Getting Organized for Heirs >
Tips to Consider for Your Estate Plan >
Why Does Estate Planning Matter? >
10 Strategies for Preserving Your Wealth >
Where to Keep Estate Documents and for How Long? >
Consider an Estate-Planning “Checklist” >
Top Ten Estate Planning Goofs >
Estate Planning >
Assets in Joint Ownership: Could This be a Problem? >
Tips for Estate Planning >
Estate Planning – A Gift for Your Heirs >
Yours, Mine, and Ours: Estate Planning for Today’s Blended Family >
Letter of Instruction >
Planning for the Worst >
Divide and Conquer >
Important Legal Documents >
Probate: Things You Should Know >
Putting Your Final Affairs in Order >
Getting More Out of Your Retirement Assets >
So You Don’t Have An Estate Plan? That Could Be Costly. >
Estate Planning is for Everyone >
Does Your Estate Plan Work? >
Preserving Wealth: Planning Steps for Your Stage of Life >
Giving to Charity


What constitutes a gift to charity? >
Gift Giving >
Pooled Income Funds >
Understanding Charitable Remainder Trusts >
Private Foundations >
Donor-Advised Funds: A Simple Tool for Family Philanthropy >
Donor-Advised Funds: How Do They Work? >
Family Foundations: New Tricks from an Old Dog >
Charitable Planning Strategies >
Estate Plans and Your Family


Discussing Inheritances with Heirs >
Inter-Generational Communications >
Investing an Inheritance or Windfall >
A Medical Power of Attorney Can Protect Your Health Care Rights >
Want to Avoid a "Family Feud" When Naming Beneficiaries? >
Inheritances: Managing Life's Uncertainties >
Family, Fortune & the Perils of Success: Introduction >
Family, Fortune & the Perils of Success: Why Most Traditional Estate Plans Ultimately Fail >
Would Your Survivors Spend It All? >
Research Finds Huge 'Legacy Gaps' In Baby Boomers and Parents' Views of Inheritance >
The Dreaded Probate Process >
Beneficiaries


Selecting Beneficiaries >
Putting on Heirs–Who Inherits your Retirement Assets? >
Beneficiary Designations as Estate Planning Tools >
Selecting the Best IRA, 401(k), Annuity or other Retirement Type Account Beneficiary >
Beneficiary Designation Planning: Not As Simple As You Think >
College Funds and Asset Allocation >
Information for Executors


Executor’s Checklist >
What Are the Duties of Your Executor? >
"I’ll Take Care of Everything" >
Executor Choices >