Estate Planning Section

5: The Basic Planning Tools

Although a will is the essential estate planning tool, it is not, as most people believe, carved in stone. A will may reflect your written intentions for the disposition of your estate, but there are other legal documents that may override your will:

  • Trusts
  • Named beneficiaries of retirement plans
  • Partnerships or other business agreements
  • State laws
  1. Your will
  2. Substitutes for wills
  3. Revocable trust basics
  4. Other estate planning tools

Next: Who Can Help You

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