EstateTalk Helpful Documents Library

• Basic Estate Planning Information Form
• Health Care General Durable Power of Attorney
• Financial General Durable Power of Attorney
• Federal Estate Tax Exemption Table (2004-2011)
• Living Will Declaration Example 1
• Living Will Declaration Example 2

• Why do I need a will?
• What happens if I don’t have a will?
• Are there different types of wills?
• Can I write my own will?
• What are the usual circumstances that require estate planning?
• Choosing a guardian to care for your children’s well being.
• Choosing a trustee to manage your assets.
• Choosing a personal administrator to carry out your wishes.
• How often should I revise my estate plan?
• Planning with trusts, the basics.
• Gifting and taxes.
• The “Living Will” – Do you need one?
• What about insurance?