5: The Basic Planning Tools

Although a will is the essential estate planning tool, it is not, as most people believe, carved in stone. A will may reflect your written intentions for the disposition of your estate, but there are other legal documents that may override your will:

  • Trusts
  • Named beneficiaries of retirement plans
  • Partnerships or other business agreements
  • State laws
  1. Your will
  2. Substitutes for wills
  3. Revocable trust basics
  4. Other estate planning tools

Next: Who Can Help You

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Contact Us

Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.

Judy Sager, Executive Director of Planned Giving
judy@ats.org
781-531-0441