Estate Planning

Plan your family’s future, support the causes you care about, and shelter yourself and your heirs from taxes with our canny tips about wills, trusts, charitable giving, more.

Estate Planning: 16 Things to Do Before You Die

The must-do list for estate planning to avoid leaving your family without a will and an estate plan.

What is the difference between a revocable trust and a living trust?

Learn how a revocable trust and living trust are two terms used to describe the same thing and what the key provisions are for this kind of ...
Using an LLC for Estate Planning

An LLC is a powerful tool for estate planning. By establishing a family LLC, parents can distribute assets to their children with significan...
6 Estate Planning Must-Haves

Understand what you need to know in your estate planning even if you don't have significant assets. Here are six essential things to hav...

What happens when a will and a revocable trust conflict?
Estate Planning for Canadians
10 Questions to Ask Your Estate Planning Attorney
Are Estate Planning Fees Tax Deductible?
Trust
The Average Cost of a Making a Will
Uniform Transfers To Minors Act - UTMA
Financial Advisor
Revocable Trust
Unit Trust - UT
Contingent Beneficiary
Inter-Vivos Trust
Special Power Of Attorney
Estate Planning
Beneficiary
Inter Vivos Trust vs Testamentary Trust: What is the difference?
Retirement: What Happens If a Spouse Dies?
Unlimited Marital Deduction
Settlor
A-B Trust
Payable On Death - POD
Will vs Trust: Knowing The Difference
The Importance of Updating Retirement Account Beneficiaries
4 Reasons Estate Planning Is So Important
Estate
Probate
IRS Form 706
How to Establish a Blind Trust
Certifications For Estate Planning
Estate Planning: Living Trusts vs. Simple Wills
Intestate
Legacy Planning
Thanksgiving: A Good Time to Talk Estate Planning
Disclaiming Inherited Plan Assets
What is the difference between revocable and irrevocable intervivos trusts?
Testamentary Trust
How to Value Jewelry Inherited From a Loved One
The Top 6 Books for Estate Planning
How to Minimize Estate Taxes with Charitable Donations
Avoiding 4 Common Causes of Family Estate Fights
Terminally Ill
Estate Planning Must-Haves For Unmarried Couples
Uniform Simultaneous Death Act
7 Reasons To Own Life Insurance in an Irrevocable Trust
Executrix
IRS Publication 536
Capital Transfer Tax
Top 7 Estate Planning Mistakes
Tips to Help Siblings Resolve an Estate Battle
4 Wealth-Building Secrets
5 Surprising Hazards of Being an Executor
Top 3 Tips to Find an Estate Planning Lawyer
How Private Split-dollar Life Insurance Works
Administration Bond
Estate-Planning Software: Pros and Cons
10 Strange Wills and Testaments
Why is accidental life insurance so inexpensive?
How Survivorship Life Insurance Works
Tips on Drawing Up a Charitable Remainder Trust
Form 706-NA: United States Estate (And Generation-Skipping Transfer) Tax Return

Estate Planning

Plan your family’s future, support the causes you care about, and shelter yourself and your heirs from taxes with our canny tips about wills, trusts, charitable giving, more.

Estate Planning: 16 Things to Do Before You Die

What is the difference between a revocable trust and a living trust?

Using an LLC for Estate Planning

6 Estate Planning Must-Haves

What happens when a will and a revocable trust conflict?

Estate Planning for Canadians

10 Questions to Ask Your Estate Planning Attorney

Are Estate Planning Fees Tax Deductible?

Trust

The Average Cost of a Making a Will

Uniform Transfers To Minors Act - UTMA

Financial Advisor

Revocable Trust

Unit Trust - UT

Contingent Beneficiary

Inter-Vivos Trust

Special Power Of Attorney

Estate Planning

Beneficiary

Inter Vivos Trust vs Testamentary Trust: What is the difference?

Retirement: What Happens If a Spouse Dies?

Unlimited Marital Deduction

Settlor

A-B Trust

Payable On Death - POD

Will vs Trust: Knowing The Difference

The Importance of Updating Retirement Account Beneficiaries

4 Reasons Estate Planning Is So Important

Estate

Probate

IRS Form 706

How to Establish a Blind Trust

Certifications For Estate Planning

Estate Planning: Living Trusts vs. Simple Wills

Intestate

Legacy Planning

Thanksgiving: A Good Time to Talk Estate Planning

Disclaiming Inherited Plan Assets

What is the difference between revocable and irrevocable intervivos trusts?

Testamentary Trust

How to Value Jewelry Inherited From a Loved One

The Top 6 Books for Estate Planning

How to Minimize Estate Taxes with Charitable Donations

Avoiding 4 Common Causes of Family Estate Fights

Terminally Ill

Estate Planning Must-Haves For Unmarried Couples

Uniform Simultaneous Death Act

7 Reasons To Own Life Insurance in an Irrevocable Trust

Executrix

IRS Publication 536

Capital Transfer Tax

Top 7 Estate Planning Mistakes

Tips to Help Siblings Resolve an Estate Battle

4 Wealth-Building Secrets

5 Surprising Hazards of Being an Executor

Top 3 Tips to Find an Estate Planning Lawyer

How Private Split-dollar Life Insurance Works

Administration Bond

Estate-Planning Software: Pros and Cons

10 Strange Wills and Testaments

Why is accidental life insurance so inexpensive?

How Survivorship Life Insurance Works

Tips on Drawing Up a Charitable Remainder Trust

Form 706-NA: United States Estate (And Generation-Skipping Transfer) Tax Return