Last Will & Testament

What is the Federal Estate Tax Threshold?

If your Taxable Estate is greater than the federal estate tax threshold, you may be liable for paying federal estate taxes.

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Nailing Your Pet Estate Plan Signing Ceremony - 5 Things To Know

Don't overlook these crucial steps to making your plan official and maximizing its benefits.

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What is the Spousal Elective Share?

If you plan to leave your spouse less than half of what you own, you need to understand the spousal elective share.

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What’s a No Contest Provision?

"No contest" provisions discourage people from challenging a last will in probate court. But you'll need more than just words to make yours effective.

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Tax Advantages of Holding Community Property

Married and living in California or another community property state? You may save on taxes by holding your marital property as community property.

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What is a Last Will?

Learn what a last will is, how it works, and how you can use it as the centerpiece of your new estate plan.

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What to Look For in an Estate Planning Attorney

If you want to create your estate plan with an attorney because you have specialized needs, you'll want to engage a specialist. Learn what to look for here.

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The Executor’s Checklist for Materials to Gather After Death

If you have been selected to serve as executor of someone's estate, use this checklist as a guide to prepare for a successful estate administration.

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What is a Notary Public?

Learn what a notary public does and how you can incorporate one into your estate plan.

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How to Make Small Gifts Economically

Making lots of small gifts in your will is a one way ticket to higher estate administration costs and weaker gifts. Learn what to do instead.

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How to Find an Estate Planning Attorney

Financial advisors, friends, and family are great sources of referrals for estate planning attorneys. The safest route is engaging an ACTEC fellow.

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Which States Have an Estate Tax?

Does your state levy state estate taxes? Discover which 17 states have an estate and/or inheritance tax.

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