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Estate Planning
  • Complete Guide to Estate Planning
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.

Estate Planning
  • Complete Guide to Estate Planning
Bereaved relatives arguing over inheritance
Inheritance Laws by State
There are three systems in the U.S. governing how individuals receive assets from a deceased family member, though one is more common than t...
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    Not Designated Beneficiary Definition
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    Transfer on Death (TOD)
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    Questions to Ask Your Estate-Planning Attorney
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    Estate Planning: 16 Things to Do Before You Die
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    Income in Respect of a Decedent (IRD) Definition
  • Power of Attorney (POA) Definition
  • Payable On Death (POD) Definition
  • Form 706-NA Definition
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    Next of Kin Definition
  • Estate Planning
    How Does the New Tax Law Affect Your Estate Plan?
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    6 Estate Planning Must-Haves
  • A Look at the Generation-Skipping Transfer Tax
  • Using an LLC for Estate Planning
  • Insurance Policy
    Contingent Beneficiary
  • Cash
    Beneficiary Definition
  • Declining an Inheritance
  • Should Retirees Pay Off Their Mortgage?
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    Avoiding Unnecessary Probate Costs
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    Probate Definition
  • Estate Planning for Canadians
  • Advice on Wills: Should Each Child Get the Same?
  • Family Estate Planning
    Estate Definition
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    How is cost basis calculated on an inherited asset?
  • 5 Things to Consider Before Becoming an Estate Executor
  • Are Estate Distributions Taxable?
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    Escheat Definition
  • 4 Reasons Estate Planning Is So Important
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    Letter of Instruction: Don't Leave Life Without One
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    Healthcare Power of Attorney (HCPA) Definition
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    Certifications for Estate Planning
  • Last Will and Testament
    The Executor's Checklist: 7 Things to Do Before They Die
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    Unlimited Marital Deduction Definition
  • Disclaiming Inherited Plan Assets
  • Last Will and Testament concept
    Will Beneficiaries: When They Are Notified?
  • financial adviser speaking clients
    Crummey Trust Definition
  • Sept. 30: A Key Date for Retirement Plan Beneficiaries
  • Intestate Definition
  • Says "Estate Planning Worksheet"
    Are Estate Planning Fees Tax Deductible?
  • Why Your Will Should Name Designated Beneficiaries
  • couple estate planning
    Estate Planning Definition
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    The 7 Best Estate Planning Books of 2021
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    Notice to Creditors Definition
  • Cost of a Making a Will
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    What Is a Will and Why Do I Need One Now?
  • Executrix Definition
  • Financial advisor consulting with young couple in living room
    Legacy Planning Definition
  • Administration Bond Definition
  • Advisor talking with couple
    Uniform Simultaneous Death Act Definition
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    Estate Taxes: Who Pays? And How Much?
  • Financial vs. Medical Power of Attorney: What’s the Difference?
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  • Will
    5 Surprising Hazards of Being an Executor
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