Estate planning

Introductory materials on estate planning

 * CCH provides an estate planning module on their website at Estate Planning.
 * Vanguard Estate Planning FAQ
 * Vanguard Trust Services

The Internal Revenue Service has a great deal to say about the transfer of assets:


 * Frequently Asked Questions on Estate Taxes
 * Pub 950: Introduction to Estate and Gift Taxes
 * Pub 559: Survivors, Executors, and Administrators
 * Estate and Gift Taxes, from the IRS (general overview)
 * Forms and Publications - Estate and Gift Tax, from the IRS

Forum discussions

 * Death Book - A comprehensive list of essential information to help survivors manage the estate settlement process.