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I have nothing, I owe a great deal; the rest I give to the poor. — the purported will of Rabelais

Wills and Estates

  • Intestacy, Wills, Trusts, Estates, and Probate: Overview
  • Estate Planning Checklist
  • Estate Planning for Digital Assets
  • Nonprobate Transfers
  • Joint Tenancy
  • Dead Hand Control: Conditional Bequests and Devisements
  • Probate and The Personal Representative
  • Uniform Probate Code (UPC)
  • Probate Estate Administration
  • Executors
  • Durable Power of Attorney
  • Living Wills and the Durable Power Of Attorney for Healthcare

Intestate Distribution

  • Intestate Distribution Scheme: Descent and Distribution Statutes
  • Intestate Distribution to Issue: Per Stirpes, Per Capita With Representation, and Per Capita At Each Generation
  • Intestate Distribution to Ancestors and Collateral Relatives
  • Who Qualifies as Issue of a Decedent?
  • Uniform Parentage Act (UPA)

Limits to Testamentary Freedom

  • Surviving Spouse
  • Surviving Spouse Support: Pension Survival Benefits, Marital Property, Homestead and Personal Property Exemption, and the Family Allowance
  • Elective Share Of The Augmented Estate
  • Community Property
  • Omitted Spouse
  • Omitted Children

Inheritance

  • Gifts to Children: Advancements, Guardianships, Conservatorships, Custodianships, and Trusts
  • Appointing a Personal Guardian and Leaving Property for Minor Children: Property Guardianships, Uniform Transfer to Minors Act Custodianships, Child's Trust and Family Pot Trusts, 529 and Coverdell Accounts, and Handling Life Insurance Proceeds for Minors
  • Trusts for Minors
  • Disclaimers
  • Lapsed Gifts and Anti-Lapse Statutes
  • Class Gifts
  • Ademption, Avoidance Of Ademption, and Abatement
  • Bars To Inheritance: Homicide, Abuse, Or Abandonment

Wills: Execution and Probate

  • Wills
  • Fraud and Tortious Interference With An Expectancy Of An Inheritance Or A Gift
  • Will Execution: The Common Law Elements Of The Wills Act Formalities
  • Modern Trend in Wills Act Formalities: Substantial Compliance and Harmless Error Doctrines
  • Will Components: Will Integration, Codicils, Incorporation By Reference, and Acts Of Independent Significance
  • Will Construction and Extrinsic Evidence: Plain Meaning Rule, Patent and Latent Ambiguities, Will Reformation
  • Holographic Wills
  • Will Revocation and Revival
  • Will Contests
  • Will Contests: Testamentary Capacity, Insane Delusion, and Undue Influence
  • Will Contracts: Contracts to Provide for a Beneficiary, or to Not Change or Revoke a Will
  • Will Substitutes (aka Nonprobate Instruments)
  • Simplified Probate: Collection of Personal Property by Affidavit and Summary Probate Administration
  • Pour-Over Wills

Personal Finance

  • Bankruptcy
    • Chapter 7
    • Chapter 13
    • Chapter 11
  • Credit and Debt
    • Debt Collection
  • Insurance
    • Types of Insurance
      • Auto
      • Homeowner
      • Health
      • Life
  • Real Estate
  • Taxes
    • Income Taxes
    • Personal Deductions and Tax Credits
    • Retirement Plans
    • Gratuitous Transfer Taxes
    • Educational Tax Benefits
    • Taxation of Investments
    • Business Taxes
  • Wills, Estates, and Trusts
    • Wills and Estates
    • Trusts

Investments

  • Investment Fundamentals
  • Investment Funds
    • Mutual Funds
    • Limited Partnerships
  • Banking
  • Bonds
    • Types Of Bonds
      • Government Securities
      • Money Market Instruments
      • Corporate Bonds
      • Asset Backed Securities
  • Forex
  • Futures
  • Options
  • Stocks
    • Stock Indexes
    • Stock Valuation and Financial Ratios
  • Technical Analysis
  • Economics

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