Don't Miss Lists and Other Reading Resources

Estate Planning: Wills & Trusts

Estate Planning | Wills | Trusts | Electronic Books | Web Sites

Estate Planning

• Clifford, Denis and Cora Jordan. Plan Your Estate, 9th ed. . Nolo, 2008.
• Clifford, Denis. Estate Planning Basics, 4th ed., Nolo, 2007
• Eckhardt's workbook for Wisconsin estate planners, 5th ed., State Bar of Wisconsin CLE Books, 2008
• Elias, Stephen. Special Needs Trusts: Protect Your Child's Financial Future, 2nd ed. Nolo, 2007
• Hanks, Liza Weiman. The Busy Family's Guide to Estate Planning,: 10 Steps to Peace of Mind. Nolo, 2007
• Pohl, Amelia E. A Will Is Not Enough in Wisconsin: Simple, Practical Things a Wisconsin Resident can Do To Preserve Assets, Avoid Probate, Avoid Guardianship, Provide for Health Care, Provide for the Family's Care, Eagle Pub. Co of Boca, 2004
• Randolph, Mary. 8 Ways To Avoid Probate, 7th. ed. Nolo, 2008.
• Shenkman, Martin M. Estate planning : for people with a chronic condition or
  disability, Demos Medical Pub., 2009

Wills

• The American Bar Association Guide To Wills And Estates: Everything You Need To Know About Wills, Trusts, Estates, and Taxes. Random House Reference, 2004.
• Clifford, Denis. Nolo's Simple Will Book. 7th edition. Nolo Press, 2007.
• Clifford, Dennis. The Quick and Legal Will Book, 5th ed. Nolo, 2008
• Cullen, Melanie. Get It Together: Organize Your Records So Your Family Won't Have To, Nolo Press, 2005.
• Hughes, Theodore E. and David Klein. The Handbook of Wills, Funerals, and Probate: How to Protect Yourself and Your Survivors, 3 rd. ed., Facts on File; Checkmark Books, 2007
• Quicken Willmaker Plus 2008: Estate Planning Essentials, 4th ed. Nolo, 2008
• Warda, Mark. Make Your Own Simple Will, with CD-ROM, 4th ed.. Sphinx Pub., 2006.

Trusts

• Bove, Alexander. The Complete Book of Wills, Estates, and Trusts, 3rd ed. Henry Holt & Co, 2005
• Clifford, Denis. Make Your Own Living Trust. 8th edition. Nolo, 2007.
• The Executor's Guide: Setting a Loved One's Estate of Trust, 3rd ed., Nolo, 2008
• Rolcik, Karen Ann. The Complete Living Trust Kit (+ CD-Rom), Sphinx Publications, 2007
• Shenkman, Martin M. The Complete Book Of Trusts, 3rd ed. Wiley, 2002

Electronic Books available through LINKcat

• Cullen, Melanie. Get It Together: Organize Your Records So Your Family Won't Have To, 3rd ed., Nolo Press, 2008.
• Kilbourn, E. Michael. Disinherit The IRS Stop Uncle Sam From Claiming Half Of Your Estate ... Or More. Career Press, 2003.
• Randolph, Mary. The Executor's Guide to Setting a Loved One's Estate, Nolo, 2004
• Randolph, Mary. 8 Ways to Avoid Porbate, 4th ed. Nolo, 2003
• Shenkman, Martin M. Inherit More. J. Wiley & Sons, 2003.

Web Sites

Wisconsin Department of Health Services - Advance Directives
Advance directive forms designed to be filled out with the aid of an attorney.

Declaration of Physicians (Living Will)
Power of Attorney for Health Care
Power of Attorney for Finance and Property
Authorization for Final Disposition

Wisconsin State Law Library, estate planning section (includes probate, trusts, wills)

Crash Course in Wills & Trusts
Presents a guide to laws regarding wills and trusts. Includes information on property disposition, the probate process, living trusts, tax issues, and estate planning. Offers information on specialized trusts and estate planning tools. 

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