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Advanced Estate Planning

Planning for High Wealth Clients from Ernst & Young

On the Private Client Services Page, find links to comprehensive articles about high wealth planning. Updated annually and topics change periodically.  Useful information about taxation for high net worth individuals.

Filed under: Estate and Gift Tax

International Estate Planning Guide from Ernst & Young

Home page for Ernst & Young's Private Client Services has a link to the Worldwide Estate and Inheritance Tax Guide. Updated annually.

Filed under: International

Incomplete Non-Grantor Trusts

Northern Trust article titled, "Trust Design for State Income Tax Efficiency and Wealth Preservation" focuses on incomplete non-grantor trusts to obtain income tax and asset protection advantages while preserving stepped up basis.

Filed under: Estate and Gift Tax

How to Make Charitable Gifts of Art

From Northern Trust, this is a primer for donors wishing to make charitable gifts of art

Filed under: Charitable

Northern Trust Wealth Advisor

Northern Trust maintains an extensive wealth advisor portal for estate planning professionals, with a focus on trust planning

Filed under: Advanced Estate Planning

Trust Decanting Ratings Chart

Attorney Steve Oshins has a chart analyzing all states' decanting statute, to determine what are the requirements for decanting a trust in each state.

Filed under: Advanced Estate Planning

ValuationResources.com

Free online guide to business valuation resources, industry information, economic data, and more. While intended as a comprehensive reference guide for business appraisers, the site also serves an audience that includes a broad mix of business owners, professionals, educators, students, and other parties interested in business valuation and industry informatio

Filed under: Valuation

Sotheby’s

Artwork and antique appraisal and auction services.

Filed under: Valuation

Main Antique Digest

Information about antiques, available through subscription.

Filed under: Valuation

Kelly Blue Book

Check your car's value

Filed under: Valuation
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Using EstatePlanningLinks.com

Surfing the web with search engines can get old quick. We can save you time, and get you to quality sites quicker.

Here you’ll find selected websites and articles we’ve chosen based on our years of estate planning and elder law experience. We’ve done the work so that you don’t have to!

Feel free to send us an email if you find a site that’s not listed but would be particularly helpful for others to know about. Our goal is to continue the 20 years of serving consumers and professionals to find the best in estate planning on the web.

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About EstatePlanningLinks.com

EstatePlanningLinks.com is one of the first estate planning focused websites on the Internet. Started in 1995 (before Google!), this site helped consumers and professionals find resources online.

Since that time, the Internet has only gotten more complicated. EstatePlanningLinks.com helps you to find useful articles and helpful sites, that have already been previewed.

When you're looking for information about estate planning and want to get started quickly, you'll find links to helpful articles and commentary to save you time.

EstatePlanningLinks.com is strictly for general information. It is not legal advice. You should always consult with your attorney about your legal needs and estate planning. We are not responsible for the content of any other website. We don't advise doing estate planning on your own.

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Provided by Dennis Toman, and The Elderlaw Firm

EstatePlanningLinks.com has been operated by attorney Dennis Toman since 1999.

Dennis Toman is a Board Certified Specialist in Elder Law and Estate Planning. As founder of The Elderlaw Firm in Greensboro, NC, Dennis is passionate about providing useful education and information to help families and professionals plan their estates.

The Elderlaw Firm has a comprehensive website for Greensboro Estate Planning at ElderlawFirm.com. That site has hundreds of articles and frequently asked questions about typical elder law estate planning questions. Designed specifically for North Carolina Boomers and Seniors (and those who love them), this site offers free information to help families planning ahead or confronting a nursing home crisis.

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