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What is Estate Planning?

"Estate planning is the preparation of tasks that serve to manage an individual's asset base in the event of their incapacitation or death. The planning includes the passing of assets to heirs and the settlement of estate taxes. Most estate plans are set up with the help of an attorney experienced in estate law." - Investopedia

Books Worth Reading

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Family Wealth: Keeping It in the Family

By: Jay Hughes

James Hughes has thought deeply about these challenges, and his insights are at once practical and profound. For more than three decades, he has personally guided multiple generations of families in creating strategies to preserve their human and intellectual capital as well as their financial assets. His teachings synthesize insights from psychology, anthropology, political history, philosophy, economic theory, and the law, with examples ranging from Aristotle to cutting-edge social science theory. 

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Savvy Estate Planning: What You Need to Know Before You Talk to the Right Lawyer

James L. Cunningham Jr. 

Too many people make the wrong choices when it comes to estate planning. If it’s not done properly, you could leave your loved ones facing trouble when you pass away or become incapacitated. Fortunately, you can learn from others’ mistakes and be prepared before speaking to a lawyer about your future. In this no-nonsense guide, attorney James L. Cunningham, Jr. shows how to avoid the top-ten mistakes that could damage your financial succession, family, heirs, and legacy.

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A Wealth of Possibilities: Navigating Family, Money, and Legacy

By: Ellen Miley Perry

What separates financially successful, multigenerational families who flourish from those who languish? With professional knowledge, informed reflection, and poignent and charming anecdotes, Ellen Perry shares her twenty-five years of experience advising more than one hundred wealthy families. A Wealth of Possibilities is a variegated road map of many accessible paths and byways for anyone seeking to improve his or her family's internal communication, cohesion, and sense of well-being. 

Video Recommendations

Trust and Estate Planning [Webinar]

Trust and Estate Planning [Webinar]

How do you plan for your future financial peace of mind? The first big step comes with knowing the basics of Trust and Estate Planning. This installment of the Zions Bank webinar series is presented by Zions Trust President Rebecca K. Robinson and explores general concepts and strategies. Tune in for important insights that will help determine your own estate planning needs. You can register to attend the next live webinar session by visiting Download the presentation slides here: Zions First National Bank operates locations in communities throughout Utah and Idaho, and more than 150 ATMs in the two states. In addition to a wide range of traditional banking services, Zions offers a comprehensive array of investment and mortgage services, and has a network of loan origination offices for small businesses nationwide. The company is also a leader in providing electronic banking services, including electronic municipal bond trading. Connect with Zions Bank: Like Zions Bank on Facebook: Follow @ZionsBank on Twitter: Zions Bank Official Website: Zions Bank Mobile: Find a Branch or ATM near you: This complimentary interactive webinar is sponsored by Zions Bank and is offered for informational purposes only, and should not be construed as legal or other professional advice. Consult with an attorney or other professional concerning your own needs and circumstances. By utilizing the information provided by Zions Bank, you acknowledge and agree this does not constitute any legal commitment to become a customer of any bank including Zions Bank and its affiliates nor does it constitute an offer of any extension or modification of any credit to you by Zions Bank or its affiliates. IMPORTANT NOTE: Trust and cash management services are offered through Zions Trust, National Association (Zions Trust). Zions Trust is a subsidiary of Zions First National Bank (Zions Bank). Zions Bank is part of Zions Bancorporation family of banks. Zions Trust is part of the wealth management arm of the Zions Bancorporation. Investments are NOT insured by the FDIC or any federal or state governmental agency, are NOT deposits or other obligations of, or guaranteed by, Zions Bank, its affiliates or any other bank within Zions Bancorporation, and may be subject to investment risks, including the possible loss of principal value or amount invested.
Estate tax introduction | Taxes | Finance & Capital Markets | Khan Academy

Estate tax introduction | Taxes | Finance & Capital Markets | Khan Academy

Courses on Khan Academy are always 100% free. Start practicing—and saving your progress—now: Overview of the estate tax. Created by Sal Khan. Watch the next lesson: Missed the previous lesson? Watch here: Finance and capital markets on Khan Academy: Benjamin Franklin (and several other writers/philosophers) tells us that "In this world nothing can be said to be certain, except death and taxes." He's right. This tutorial focus on personal income tax. Very important to watch if you ever plan on earning money (some of which the government will take for itself). About Khan Academy: Khan Academy offers practice exercises, instructional videos, and a personalized learning dashboard that empower learners to study at their own pace in and outside of the classroom. We tackle math, science, computer programming, history, art history, economics, and more. Our math missions guide learners from kindergarten to calculus using state-of-the-art, adaptive technology that identifies strengths and learning gaps. We've also partnered with institutions like NASA, The Museum of Modern Art, The California Academy of Sciences, and MIT to offer specialized content. For free. For everyone. Forever. #YouCanLearnAnything Subscribe to Khan Academy’s Finance and Capital Markets channel: Subscribe to Khan Academy: \

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