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, 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

Forum discussions

 * Death Book - A comprehensive list of essential information to help survivors manage the estate settlement process.
 * Process for surviving spouse. - Additional helpful information for survivors to manage the estate settlement process. A number of practical suggestions; such as dealing with banks, insurance companies, and utilities are discussed.