This handbook is intended to assist you with the process of developing your personal estate plan. You may download the entire handbook or specific chapters below, or order a copy of the handbook by contacting the author.

Find Answers to These Questions

• Will or living trust—which is right for me?
• Who will make decisions for me when I’m no longer able?
• How can I reduce the tax liability to my estate?
• What if I require long-term care?

Download the Handbook

Each of the files below is in PDF format. To view these files, you need the free Acrobat Reader.

• Complete Handbook (2.4 Mb)

Individual Chapters

• Chapter 1 - Introduction to Estate Planning(127 Kb)

• Chapter 2 - Concepts in Estate Planning (221 Kb)

• Chapter 3 - Estate Planning Tools (140 Kb)

• Chapter 4 - Trusts (147 Kb)

• Chapter 5 - Taxes and Estate Planning (167 Kb)

• Chapter 6 - Estate and Gift Tax Planning (125 Kb)

• Chapter 7 - Charitable Giving (144 Kb)

• Chapter 8 - Life Insurance (126 Kb)

• Chapter 9 - Probate and Post-Death Administration of Estates (141 Kb)

• Chapter 10 - Asset Protection Planning (101 Kb)

• Chapter 11 - Planning for Disability and Long Term Care (94 Kb)

(The above should not be construed as specific legal advice and is intended for general information purposes only.)

©Copyright 2008, Phillip B. Janney