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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
Eggs stamped IRA, Roth, 401K resting on $20 bills
Not Designated Beneficiary Definition
A nonperson entity that inherits a retirement account is classified as a "not designated beneficiary" under the SECURE Act for the purposes ...
  • How to Set Up a Trust Fund if You're Not Rich
  • Students in a classroom
    Transfer on Death (TOD)
  • Giving best advice to seniors ouple
    Questions to Ask Your Estate-Planning Attorney
  • Memorial wall for Prince and others with purple balloons
    Estate Planning: 16 Things to Do Before You Die
  • Signing will
    Income in Respect of a Decedent (IRD) Definition
  • Power of Attorney Definition
  • Payable On Death (POD) Definition
  • Form 706-NA Definition
  • Family Home Evening Family Reading
    Next of Kin Definition
  • Estate Planning
    How Does the New Tax Law Affect Your Estate Plan?
  • Chart with pen
    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?
  • A red Dollar sign in a big cage.
    Avoiding Unnecessary Probate Costs
  • Estate Law, Last Will and Testament in a Court
    Probate Definition
  • Estate Planning for Canadians
  • Advice on Wills: Should Each Child Get the Same?
  • Family Estate Planning
    Estate Definition
  • Inherited asset
    How is cost basis calculated on an inherited asset?
  • 5 Things to Consider Before Becoming an Estate Executor
  • Are Estate Distributions Taxable?
  • Escheat
    Escheat Definition
  • Big Family Enjoys Thanksgiving Lunch Together
    Thanksgiving: A Good Time to Talk Estate Planning
  • 4 Reasons Estate Planning Is So Important
  • Older couple reading a laptop screen
    Letter of Instruction: Don't Leave Life Without One
  • Medical proxy and doctor sit across a desk to review difficult choices
    Healthcare Power of Attorney (HCPA) Definition
  • Business card that says Estate Planning
    Certifications for Estate Planning
  • Last Will and Testament
    The Executor's Checklist: 7 Things to Do Before They Die
  • Why You Need a Letter of Intent
  • Smiling Couple With a Card Using Laptop on Table at Home
    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
  • September 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
  • Retirement: What Happens If a Spouse Dies?
  • Calculator and paperwork
    Notice to Creditors Definition
  • Cost of a Making a Will
  • Couple reviewing a document with attorney
    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
  • Writing with a pen with euros and a calculator nearby.
    Taxes on Estates: Who Pays? And How Much?
  • Financial vs. Medical Power of Attorney
  • Do Retirement Accounts Go Through Probate?
  • How to Value Jewelry Inherited From a Loved One
  • Tips to Help Siblings Avoid or Resolve an Estate Battle
  • Will
    5 Surprising Hazards of Being an Executor
  • 6 Books for Estate Planning
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