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Retirement Planning
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Retirement Planning Estate Planning

Estate Planning

Estate planning can help ensure your family's financial future, support the causes you care about, and shelter yourself and your heirs from taxes. Learn more about wills, charitable giving, and other estate planning basics.

Retirement Planning
  • Retirement Savings Accounts
  • IRA
  • Social Security
  • 401K
  • Pensions
  • Estate Planning
  • Senior Care
  • Annuities

How To Set Up a Trust Fund If You're Not Rich

You don't need to be wealthy to create your own trust fund. Here's why and how to go about it.
  • Students in a classroom

    Transfer on Death (TOD)
  • Giving best advice to seniors ouple

    10 Questions to Ask Your Estate-Planning Attorney

  • Estate Planning: 14 Things to Do Before You Die
  • Person filling out last will and testament

    Income in Respect of a Decedent (IRD) Definition

  • Power of Attorney Definition

  • Payable On Death (POD)

  • Form 706-NAOverview
  • Family Home Evening Family Reading

    Next of Kin Definition

  • How Does the New Tax Law Affect Your Estate Plan?

  • 6 Estate Planning Must-Haves

  • A Look at the Generation-Skipping Transfer Tax

  • Using an LLC for Estate Planning

  • Estate Planning

  • Contingent Beneficiary

  • Beneficiary

  • Declining an Inheritance

  • Should Retirees Pay Off Their Mortgage?

  • Avoiding Unnecessary Probate Costs

  • Probate

  • Estate Planning for Canadians

  • Advice on wills: Should each child get the same?

  • Estate

  • How is cost basis calculated on an inherited asset?

  • 5 Things to Consider Before Becoming an Estate Executor

  • Are estate distributions taxable?

  • Escheat

  • Thanksgiving: A Good Time to Talk Estate Planning

  • 4 Reasons Estate Planning Is So Important

  • Letter of Instruction: Don't Leave Life Without One

  • Healthcare Power Of Attorney (HCPA)

  • Certifications For Estate Planning

  • The Executor's Checklist: 7 Things To Do Before They Die

  • Why You Need a Letter of Intent Will

  • Unlimited Marital Deduction

  • Disclaiming Inherited Plan Assets

  • When Are Beneficiaries of a Will Notified?

  • Crummey Trust

  • September 30: A Key Date For Retirement Plan Beneficiaries

  • Intestate

  • Are Estate Planning Fees Tax Deductible?

  • Why Your Will Should Name Designated Beneficiaries

  • Retirement: What Happens If a Spouse Dies?

  • Notice To Creditors

  • The Average Cost of a Making a Will

  • What Is a Will and Why Do I Need One?

  • Executrix

  • Legacy Planning

  • Administration Bond

  • Uniform Simultaneous Death Act

  • Capital Transfer Tax

  • Estate Taxes: Who Pays What? And How Much?

  • Financial vs. Medical Power of Attorney: What’s the Difference?

  • Do Retirement Accounts Go Through Probate?

  • How to Minimize Estate Taxes with Charitable Donations

  • How to Value Jewelry Inherited From a Loved One

  • Tips to Help Siblings Resolve an Estate Battle

  • 5 Surprising Hazards of Being an Executor

  • The Top 6 Books for Estate Planning

  • How To Choose The Right Executor For Your Estate

  • Why You Should Draft A Will

  • Your Will: Why You Need A Power Of Attorney And Beneficiaries

  • What is estate planning?
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