archived articles on estate planning
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Choice of a Lifetime
A will or living trust can distribute your most valuable possessions—but which is the best option for you?
June 26, 2008
By: Joe Vidueira
What to Keep Where
Use this checklist to keep track of where you should store your important papers.
January 8, 2009
The Truth About Living Trusts
Beware of living trusts scams. A properly created living trust can be helpful if you need help managing assets during a disability (and a power of attorney won’t work), if you have children or grandchildren with special needs, or own real estate in more than one state.
April 17, 2009
By: Education & Outreach | Source: AARP.org
Letter of Instruction
Letters of instruction are a simple and free way to help your family take care of your personal and financial affairs the way you want after you have died.
April 1, 2009
By: AARP Education & Outreach | Source: AARP.org
Your Estate Planning Team
Learn how to create your own estate planning team.
March 20, 2005
Source: AARP.org
Avoid Probate When the Executor Is Far Away
How to avoid probate if the executor is far away.
December 11, 2007
By: Michael T. Palermo, JD, CFP
The Whys and Hows of Wills
Your will is the critical to your estate plan.
November 7, 2008
By: AARP.org | Source: AARP.org
Decisions About Trusts Should Be Kept in the Family
Decisions about trusts should be kept in the family.
March 25, 2009
By: Michael T. Palermo, JD, CFP
What Happens to Probate Property if You Die Without a Will?
State laws direct the distribution of a person's probate estate when that person dies without a will.
December 11, 2007
By: Michael T. Palermo, JD, CFP
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