Estate Planning, Wills, Probate, and Transfer of Assets

This handout discusses the importance of having a will. Issues such as property passing at death and probate are also discussed.

HIGHLIGHTS: 

  1. Who needs a will?

  2. Dying without a will.

  3. Property passing at death.

  4. Probate assets and nonprobate assets.

  5. Small estates.


CLIENTS WHO MAY BENEFIT:

  1. Individuals who are administering an estate of a recently deceased individual.

  2. Taxpayers who are completing an estate plan.

Planning & Life IssuesClare FazackerleyPlanning, Estate Planning