Calculators, work sheets and resources

- advertisement -

Financial Literacy - Planning for your heirs

TOOLS AND RESOURCES

Estate planning tool kit

Calculators, work sheets and resources for getting your estate in order.

» Notify me of the next issue

Planning for your heirs

Self-help tools, tips and more

It may be difficult to prepare for death, but estate planning is easier than you think. Use these calculators, work sheets and helpful links to other sites to get your finances in order so you can take a worry-free trip to the great beyond.




Audio:

	•	Preparing your finances for death and disaster

	•	Financial and health care planning

	•	The basics of estate planning

	•	Preventing squabbles over a will with no-contest clause



	Free newsletters:

»		Sign up now

	•	CD and Investing News (sample)

	•	Mortgage and Real Estate News (sample)



	Archives:

	•	Overview archive

	•	Take action archive

	•	Spotlight archive

	•	Poll archive

	•	Money makeover archive

	•	Calculator archive

	•	Glossary archive

	•	Worksheet archive

	•	Audio archive

Calculators and decision tools

•	How much life insurance do I need?
•	What type of life insurance do I need?
•	Retirement shortfall calculator

Terms to know

•	Estate planning glossary

Work sheets

•	Real and personal property
•	Important contacts
•	Income and financial records
•	Liabilities inventory
•	Insurance inventory
•	Preparing your executor
•	Burial wishes

Estate planning basics

•	Death and taxes
•	How much life insurance do you really need?
•	Shopping for life insurance
•	What kind of policy do you need?
•	Basics of estate planning
•	Financial and health care planning
•	Know the gift tax rules

Outside resources


Federal government resources
•	Life advice about estate planning
•	Living trust offers: How to make sure they are trustworthy
•	Beware of "one-size-fits-all" estate plans
•	Hospice care
•	Living wills and advance directives
•	A consumer guide to funerals

Further outside resources

•	Providing for your pet with a trust
•	Financial powers of attorney
•	The perils of probate
•	Who gets grandma's yellow pie plate?
•	Who will get grandpa's farm?
•	Getting ready for estate planning
•	What is an advance directive?
•	10 legal myths about advance medical directives