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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 Planning Guide
  • 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

    Questions to Ask Your Estate-Planning Attorney

  • Estate Planning: 14 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-NAOverview
  • Family Home Evening Family Reading

    Next of Kin Definition

  • 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
  • couple estate planning

    Estate Planning Definition
  • A large gray vault with gears and locks.

    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

    What Is an Estate?
  • 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

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

  • Health Care Power Of Attorney (HCPA)
  • 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

    What Is an Unlimited Marital Deduction?

  • Disclaiming Inherited Plan Assets

  • 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

    Are Estate Planning Fees Tax Deductible?

  • Why Your Will Should Name Designated Beneficiaries

  • Retirement: What Happens If a Spouse Dies?
  • Calculator and paperwork

    Notice To Creditors Definition

  • Cost of a Making a Will

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

  • Executrix
  • 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

  • How to Choose the Right Executor for Your Estate

  • What is estate planning?
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