Resources and Additional Information 

We know that navigating the world of estate planning can be a little intimidating, with many unfamiliar legal and financial terms. Below are a number of papers written by our firm, as well as links to other websites, that you might find useful. (Depending on your browser and settings, the papers might open up or download directly into your Download folder.) 

Many individuals question whether hiring an attorney for estate planning assistance is necessary, given the various estate planning software packages currently on the market.  Please see the following New York Times article for an analysis of this question: YOUR MONEY - In Using Software to Write a Will, a Lawyer Is Still HelpfulBy TARA SIEGEL BERNARD

A few common traps for the unwary.

Click here for an explanation of the various documents that an estate plan might include.

Click here for pertinent information about powers of attorney and medical directives. 

Click here for information about how transfer tax planning can help you and your estate reduce or eliminate gift, estate, and generation-skipping taxes. 

Here are just a few words about setting up charitable organizations, such as private foundations, as part of your estate plan. 

For information about probate and trust administration: Click here

A senior move manager may be helpful if you are considering downsizing: Helping the Elderly Downsize

The Wills, Trusts, & Estates Prof Blog edited by Gerry W. Beyer follows current topics in estate planning and administration: Wills Trusts Estates Blog

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