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Related Resources
Planning your estate can introduce you to an entirely new vocabulary of financial terms. Use our Glossary to familiarize yourself with the language of estate planning.
Understanding how the Applicable Exclusion Amount and its corresponding Unified Credit effects your estate tax is key. Use the Taxable Estate chart to learn about how the Unified Credit affects the percentage of tax on your estate.
Estimating the tax on your estate is a critical first step to protecting it. Use the Estate and Gift Tax tables for a snapshot view of the estimated tax on your estate.
There are a number of estate planning resources to be explored on the web. A good place to start is the Estate Planning Links web site, which covers topics such as:
Understanding Estate Planning
Estate Planning Resources
Forms
Calculators
Charitable Planning
Trusts
Business Continuity
The Nolo.com web site provides comprehensive estate planning information, including how to determine the estate planning elements you should consider in various stages of your life.
Once you’ve organized all of your estate planning documents, there are still a number of other practical issues to consider. Learn how to get organized with Nolo.com’s article, "Do Your Family a Favor: Get Organized".
The Smart Money web site offers an overview on estate planning that covers trusts, estate taxes, passing your home to your heirs, and more.
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