Estate Planning 101

Overview

• Estate Planning 101
• Estate Guru Overview
• Understanding Revocable Living Trusts
• Understanding Last Will & Testaments
• Estate Plans: Intestate, Probate, and Trusts
• Life Estates: Powers vs No Powers

General

• Per Stirpes vs Per Capita
• Step-Up in Basis
• Updating Estate Plan Documents When You Move to a Different State
• Amending Your Estate Plan
• Estate Planning Terminology
• Next Steps Instructions

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