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Rutgers, The State University of New Jersey
Camden Newark New Brunswick/Piscataway

Retired Faculty Association

Serving the needs and interests of retired faculty.

Useful Contacts -- Estate Planning

( www.EstatePlanningLawfirms.com ) Legal aspects of estate planning include trusts, wills, probate, gift tax, dynasty trust and joint trusts. This site shows how an estate planning lawyer can help with these issues and also assist in organizing business and personal records. The site also will find estate planning lawyers in your area when you enter your ZIP code.

( www.ChooseToSave.org ) The nonpartisan Employee Benefit Research Institute maintains this site. Click on “Financial Tools” to find 100 calculators for budgeting, saving and spending. Then select questions that include: How will retirement affect my expenses? Am I saving enough for retirement? What will my income be after I retire? What will my expenses be after I retire? How much effect can inflation have?

(http://smartmoney.investing.lycos.com)  The Wall Street Journal's Smart Money.com site provides a quick guide to estate planning with sections on giving it away early, using a Roth IRA and passing your home to your heirs.  Includes a “net worth calculator for planning purposes.

(www.laweasy.com)  Law Made Easy Press offers planning tips and forms to help with estate planning, probate, charitable giving and other legal matters.

(www.nafep.com)   The National Association of Financial and Estate Planning site has sections on estate planning, capital gains tax planning, charitable foundations and protection of your assets from lawsuits and judgments.

(www.netplanning.com)  The National Network of Estate Planning Attorneys site serves the membership of that organization, but its “Personal Estate Planning” section is tailored for consumers.

(www.estateplanning.com/new/Consumer/learncenter.shtml)   “Hosted by Schumacher Publishing,” this site offers products and services for consumers and estate-planning professionals.  Useful sections include an Estate Tax and Probate Calculator and a directory of attorneys, financial planners, insurance agents and accountants who specialize in estate planning.

(www.dtonline.com/estate/cover.htm)  Deloitte & Touche's Estate Planning Guide covers wills, taxes, trusts, recordkeeping, coping with death, how to discuss estate planning with others, a glossary of terms and a helpful checklist.

(www.rushforth.org/planning.html)  Lawyer and estate planner Layne Rushforth's site provides articles for the lay person covering wills, trusts, asset protection, estate reduction and other topics.




For questions or comments about this site, contact thunt@scils.rutgers.edu

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