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Prepare Your Estate Plan Case Studies

Last Updated: August 18, 2008 Related resource areas: Personal Finance


Prepare Your Estate Plan Case Studies

Do you have concerns about property-distribution issues? Discuss these particular situations with your adult children, trusted friends, or parent/guardian. Each case study includes a quiz. The correct responses are provided for each case for residents of Idaho, Iowa, Kentucky, North Dakota, and South Dakota.

Case Study 3 - The disadvantages of writing your own will

Case Study 4 - The surviving spouse's share

Case Study 5 - How much will each heir inherit?

Case Study 6 - The dangers of making someone a co-owner of a bank account as joint tenants with right of survivorship

Return to the Prepare Your Estate Plan learning lesson

View additional case studies related to advance directives


More information

Financial Security: Legal Topics

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