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The concept of portability relates to the carryover of the estate tax exemption from the first spouse to die to his or her surviving spouse. This resource examines portability elections, including how to make a portability election, what happens if a spouse remarries and more.

Read more - Estate Planning FAQs: Making a Portability Election


It is important for your named beneficiaries on investment assets to match your estate plan. Learn why such consistency matters and other considerations for naming an account beneficiary.

Read more - Why Beneficiary Designations Must Coordinate with Your Estate Plan


Estate planning can be a complicated process, made more so by the many terms not used in everyday interactions. The following definitions will help you understand legal terms and phrases which are relevant to wills, trusts, probate and the estate planning process.

Read more - Decoding Estate Planning: Glossary of Common Terms


The questionnaire collects valuable data such as contact information, financial figures (including retirement accounts, non-retirement assets, insurance, liabilities and annuities) and designation of fiduciaries (including powers of attorney, advance medical directive, personal representatives and trustees).

Read more - Estate Planning Questionnaire


Stein Sperling makes an Estate Organizer available to clients so they may maintain a personal planning and financial record organizer. This record will provide vital information in a convenient format that will assist family members, agents, guardians, trustees or personal representatives (executors) in dealing with your affairs in the event of your unavailability, mental incompetence, disability or death. 

Read more - Estate Organizer: Personal Planning and Estate Record