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Estate Planning Forum

Welcome to our Estate Planning Forum. The purpose of this page is to give people a place to gather (at least virtually) and discuss estate planning topics they are interested in. Hopefully, we can foster an intelligent exchange of ideas that will benefit our readers and help us all understand estate planning better.

To be clear, as with everything else on this site, we cannot, and don’t intend to, provide legal advice. We hope to foster the sharing of valuable, useful information. But “legal advice” implies an attorney-client relationship as well as analysis of the specific laws in your state or locality and the unique factors of your individual situation. For specific legal advice you should obtain the services of an attorney in your state. No one may use Estate Planning Hub to solicit clients or “practice law” in any fashion. No one is ever paid for anything they write on this site – including in this forum.

As with information distributed in any public forum, you should carefully consider the source and conduct your own independent research as well. However, it is the accessible and public nature of this forum that also permits things written here to be viewed by many people who will also have the opportunity to comment on them.

Over time, the best estate planning ideas should “rise to the top” and many misconceptions and bad ideas be identified and corrected. It’s all about the Estate Planning Hub community sharing information, knowledge, and experience about estate planning and achieving financial independence.

So, without further delay,

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