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  2. Estate planning checklist: 7 key steps to making a successful ...

    www.aol.com/finance/estate-planning-checklist-7...

    7-step checklist for estate planning. ... as $27.98 million tax-free. But many states do impose an estate tax or ... reviewed and updated all his estate plan documents with his attorney.” ...

  3. The Ultimate Estate Settlement Checklist - AOL

    www.aol.com/ultimate-estate-settlement-checklist...

    Settling an estate after the death of a loved one can involve both legal and financial challenges. But having a well-organized settlement checklist can help streamline this process. Whether you ...

  4. 2025 financial checklist: Your guide to protecting your ... - AOL

    www.aol.com/finance/financial-planning-checklist...

    An estate plan typically includes your will plus other important documents like powers of attorney for healthcare and finances, living wills that specify your medical care preferences and possibly ...

  5. Estate planning - Wikipedia

    en.wikipedia.org/wiki/Estate_planning

    Estate planning is the process of anticipating and arranging for the management and disposal of a person's estate during the person's life in preparation for future incapacity or death. The planning includes the bequest of assets to heirs, loved ones, and/or charity , and may include minimizing gift, estate, and generation-skipping transfer taxes .

  6. Advance healthcare directive - Wikipedia

    en.wikipedia.org/wiki/Advance_healthcare_directive

    An advance healthcare directive, also known as living will, personal directive, advance directive, medical directive or advance decision, is a legal document in which a person specifies what actions should be taken for their health if they are no longer able to make decisions for themselves because of illness or incapacity.

  7. Probate - Wikipedia

    en.wikipedia.org/wiki/Probate

    In common law jurisdictions, probate is the judicial process whereby a will is "proved" in a court of law and accepted as a valid public document that is the true last testament of the deceased; or whereby, in the absence of a legal will, the estate is settled according to the laws of intestacy that apply in the jurisdiction where the deceased resided at the time of their death.

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