Estate Planning Tools

• Will
• Joint tenancy
• Living trusts
• Lifetime gifts
• Business recapitalizations

Selecting Your Heirs

• Spouse
• Children
• Parents
• Other relatives
• Friends
• Charitable organizations

Identifying Your Debts and Liabilities

• Credit cards
• Loans
• Home mortgages

Listing Your Property and the Heirs to receive it

• Automobiles and boats
• Bank accounts
• Computers and electronic equipment
• Home and household goods
• Insurance
• Jewelry
• Rental property
• Stocks and bonds

Appointing an Executor for Your Estate

Naming a Guardian for Your Children

Creating Trusts for All or Part of Your Property

Allocating Taxes Among Your Heirs

Providing for Forced Heirs

Disinheriting Unwanted Heirs

Coordinating with the Will of Your Spouse

Directive to Doctors to Withhold Life Support (“Living Will”)