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SOURCES – I’m an estate planner: 10 documents to have ready in case of your death

The following sources were consulted in the preparation of the article “I’m an estate planner: 10 documents to have ready in case of your death.”

  1. Estate Planning Information & FAQs
  2. Living Trusts: Get the Facts
  3. Current Challenges and Best Practices Concerning Beneficiary Designations in Retirement and Life Insurance Plans
  4. Transferring Assets
  5. Getting Your Affairs in Order Checklist
  6. Basic Estate Planning: Letter of Instruction
  7. Guidelines for Individual Executors & Trustees
  8. Filing a final federal tax return for someone who has died
  9. How do I get mortgage information about a home I inherited?
  10. What to Know About Life Insurance Beneficiaries