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.

Transfer on Death (TOD)
Questions to Ask Your Estate-Planning Attorney
Estate Planning: 14 Things to Do Before You Die

Income in Respect of a Decedent (IRD) Definition
Power of Attorney Definition
Payable On Death (POD)
Form 706-NAOverview
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 Definition
Contingent Beneficiary
What Is a Beneficiary?
Declining an Inheritance
Should Retirees Pay Off Their Mortgage?
Avoiding Unnecessary Probate Costs
What Is a Probate?
Estate Planning for Canadians
Advice on Wills: Should Each Child Get the Same?
What Is an Estate?
How is cost basis calculated on an inherited asset?
5 Things to Consider Before Becoming an Estate Executor
Are Estate Distributions Taxable?
What Is 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
What Is an Unlimited Marital Deduction?
Disclaiming Inherited Plan Assets
Will Beneficiaries: When They Are Notified
Crummey Trust Definition
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
Cost of a Making a Will
What Is a Will and Why Do I Need One Now?
Executrix
Legacy Planning Definition
Administration Bond
Uniform Simultaneous Death Act Definition
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
5 Surprising Hazards of Being an Executor
6 Books for Estate Planning
How To Choose The Right Executor For Your Estate
What is 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.

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

Transfer on Death (TOD)

Questions to Ask Your Estate-Planning Attorney

Estate Planning: 14 Things to Do Before You Die

Income in Respect of a Decedent (IRD) Definition

Power of Attorney Definition

Payable On Death (POD)

Form 706-NAOverview

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 Definition

Contingent Beneficiary

What Is a Beneficiary?

Declining an Inheritance

Should Retirees Pay Off Their Mortgage?

Avoiding Unnecessary Probate Costs

What Is a Probate?

Estate Planning for Canadians

Advice on Wills: Should Each Child Get the Same?

What Is an Estate?

How is cost basis calculated on an inherited asset?

5 Things to Consider Before Becoming an Estate Executor

Are Estate Distributions Taxable?

What Is 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

What Is an Unlimited Marital Deduction?

Disclaiming Inherited Plan Assets

Will Beneficiaries: When They Are Notified

Crummey Trust Definition

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

Cost of a Making a Will

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

Executrix

Legacy Planning Definition

Administration Bond

Uniform Simultaneous Death Act Definition

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

5 Surprising Hazards of Being an Executor

6 Books for Estate Planning

How To Choose The Right Executor For Your Estate

What is estate planning?