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Planning Your Estate
Do I Need to Worry?
Taking Stock
How Estates are Taxed
Minimizing Estate Taxation
Who Will Manage Your Affairs If You Cannot?
Fine Tune Your Plans Periodically
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References
The American Bar Association Guide to Wills and Estates
by the American Bar Association Staff
Published by Random House Information Group

Estate Planning Made Easy
by David T. Phillips & Bill S. Wolfkiel
Published by Dearborn Trade

Plan Your Estate
by Dennis Clifford & Cora Jordan
Published by NOLO

Consumer Information from the Federal Government
The quarterly Consumer Information Center Catalog lists more than 200 helpful federal publications. Obtain a free copy by calling 888-8-PUEBLO or on the Internet at www.pueblo.gsa.gov.

Helpful Websites
www.aarp.org
This website offers free, useful information on estate planning. A free will preparation worksheet can be downloaded at http://www.aarp.org/families/end_life/a2003-12-04-endoflife-guide.html

www.irs.gov
Internal Revenue Service website has up-to-date estate tax information

www.abanet.org
Website of American Bar Association (ABA) offers information on finding and using an estate planning attorney. The ABA does not make referrals. Click on Find Legal Help. The ABA Commission on Law and Aging offers a free tool kit for advance planning/medical directives. It can be downloaded at:  www.abanet.org/aging/toolkit/home.html

www.MyMoney.gov
The Federal Govenment’s website dedicated to helping Americans understand more about their money.


Pursuant to IRS Circular 230, MetLife is providing you with the following notification: The information contained in this brochure is not intended to (and cannot) be used by anyone to avoid IRS penalties. This brochure supports the promotion and marketing of MetLife retirement savings products. You should seek advice based on your particular  circumstances from an independent tax advisor. Neither MetLife nor its representatives or agents are permitted to give legal, accounting, ERISA or tax advice. Any discussion of taxes, ERISA, or accounting rules included in or related to this brochure is for general informational purposes only. Such discussion does not purport to be complete or to cover every situation. ERISA and current tax laws are subject to interpretation and legislative change. Tax results and the appropriateness of any product for any specific taxpayer may vary, depending on the particular set of facts and circumstances. You should consult with and rely on your own independent legal, accounting, ERISA and tax advisors.


 
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