Estate planning

 is the process of anticipating and arranging for the disposal of an estate during a person's life. Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses. Guardians are often designated for minor children and beneficiaries in incapacity.

It overlaps to some degree with elder law, which additionally includes other provisions such as long-term care.

Introductory materials on estate planning

 * An Estate Planning Checklist, Christine Benz, Morningstar, July 27, 2017.
 * Estate Planning Checklist, Charles Schwab, viewed July 28, 2017. A comprehensive checklist including free PDF downloads of an asset inventory worksheet and an estate planning guide of essential information.
 * 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, has been moved into Publication 559 (link to notice)
 * Pub 559: Survivors, Executors, and Administrators
 * Pub 559: (Estate and Gift Taxes)
 * Estate and Gift Taxes, from the IRS (general overview)
 * Forms and Publications - Estate and Gift Tax, from the IRS