Trust & Estate Planning
Map out your family's future and leave a legacy with well-drawn wills, the right types of trusts, careful estate planning, and tax strategies.
:max_bytes(150000):strip_icc()/powerofattorney-5c0833a846e0fb000112de07.jpg)
How Power of Attorney (POA) Works
:max_bytes(150000):strip_icc()/estate_taxes_who_pays_what_and_how_much-5bfc342146e0fb00265d85b5.jpg)
Estate Taxes: Who's on the Hook?
:max_bytes(150000):strip_icc()/money_with_ribbon-5bfc328f46e0fb0083c1bfee.jpg)
How to Set Up a Trust Fund
:max_bytes(150000):strip_icc()/family_home_evening_sm-56a5982f3df78cf7728907db.jpg)
What and Who Is Next of Kin?
:max_bytes(150000):strip_icc()/GettyImages-1054012072-4213d8015ede4240982b56cdb179134c.jpg)
Probate
Explore Trust & Estate Planning
:max_bytes(150000):strip_icc()/estate-planning-967badd135bb43889abcea181ddaf72c.jpg)
What Happens to Your Bank Account After Death?
:max_bytes(150000):strip_icc()/roundup_primary_INV_lifeinsurance-b7bbcce2093742f897fe647a4257eda4.jpg)
The 6 Best Online Will Makers of 2022
:max_bytes(150000):strip_icc()/aa014176-5bfc2b8bc9e77c002630643b.jpg)
What Is an Irrevocable Trust?
:max_bytes(150000):strip_icc()/trust-fund-497993438-c577bf0d8f784cb1b3774db25cd2344b.jpg)
What Is a Trust Fund?
:max_bytes(150000):strip_icc()/living-trust-68520a8be0eb4438a99c95ff1483a19a.jpg)
Will vs. Trust: What’s the Difference?
:max_bytes(150000):strip_icc()/GettyImages-1219364296-fd5debe2df344a48b0f9c3409c0a360b.jpg)
Revocable Trust vs. Irrevocable Trust: What's the Difference?
:max_bytes(150000):strip_icc()/investing10-5bfc2b90c9e77c00517fd2ef.jpg)
Endowment
:max_bytes(150000):strip_icc()/aa014176-5bfc2b8bc9e77c002630643b.jpg)
Grantor Trust Rules
:max_bytes(150000):strip_icc()/156416606-5bfc2b8b46e0fb00517bdff7.jpg)
Grantor Retained Annuity Trust (GRAT)
:max_bytes(150000):strip_icc()/rbv2_53-5bfc2b8ac9e77c0058770499.jpg)
Inter-Vivos Trust Definition
:max_bytes(150000):strip_icc()/investing6-5bfc2b8ec9e77c005143f13b.jpg)
What Does Pari-Passu Mean?
:max_bytes(150000):strip_icc()/beautiful-luxury-home-exterior-at-twilight-1026205392-dcde665db8d248268a3d7503bd57cca3.jpg)
What Is a Step-Up in Basis for Tax Purposes?
:max_bytes(150000):strip_icc()/GettyImages-973715182-fe4b0dda9f7f494b9256a3f23c9a0580.jpg)
Trustee
:max_bytes(150000):strip_icc()/ideas-make-changes--edison-light-bulb-on-the-sky-1127308014-bedcf3b08d814bc1b49cd61db544efad.jpg)
What Is the Uniform Transfers to Minors Act (UTMA)?
:max_bytes(150000):strip_icc()/shutterstock_409985098_1.prince.cropped-5bfc47af46e0fb002607e01d.jpg)
To Do Before You Die: 16 Estate-Planning Tips
:max_bytes(150000):strip_icc()/GettyImages-709133131-efc8da9f5cd649c8a699c6102f163d4d.jpg)
Should You Set up a Revocable Living Trust?
:max_bytes(150000):strip_icc()/investing5-5bfc2b8e46e0fb0026016f0e.jpg)
What Everyone Should Know About Trust Companies
:max_bytes(150000):strip_icc()/141251781-5bfc2b9646e0fb00517be167.jpg)
Unit Trust (UT)
:max_bytes(150000):strip_icc()/GettyImages-157618162-6cd029d7848249f7bacfb26614bdc95e.jpg)
Naming a Trust as Beneficiary of a Retirement Account: Pros and Cons
:max_bytes(150000):strip_icc()/200275051-001-5bfc2b8b46e0fb0083c07b92.jpg)
A-B Trust
:max_bytes(150000):strip_icc()/125183558-5bfc2b8c46e0fb00517be02c.jpg)
Bare Trust Definition
:max_bytes(150000):strip_icc()/retirement-50015273c2f74903a975a11f73d2a0d6.jpg)
Why Your 401(K) Is Switching to Collective Investment Funds (Cifs)
:max_bytes(150000):strip_icc()/GettyImages-523506330-30590d29199c4c04b0e171aec73552bc.jpg)
Dynasty Trust Definition
:max_bytes(150000):strip_icc()/101405194-5bfc2b8c46e0fb0051bddfc9.jpg)
Intentionally Defective Grantor Trust (IDGT) Definition
:max_bytes(150000):strip_icc()/team-teamwork-join-hands-partnership-concept---869163826-9ba7426ff92c425199b398a24c3dee73.jpg)
What Is a Living Trust?
:max_bytes(150000):strip_icc()/streamline-power-of-atty-GettyImages-102994469-57e4613b3df78c690fb20eff.jpg)
What Special Power of Attorney Means
:max_bytes(150000):strip_icc()/GettyImages-1063753064-bfa80e758a95436b823270c9256c91c1.jpg)
Understanding Trust Receipts
:max_bytes(150000):strip_icc()/89794268-5bfc2b8bc9e77c005143f0cf.jpg)
Credit Shelter Trust (CST) Definition
:max_bytes(150000):strip_icc()/GettyImages-939902102-b6c1acf30f274b0fa81f87eb7d4065f9.jpg)
Understanding Reverse Morris Trusts (RMTs)

Trust Definition
:max_bytes(150000):strip_icc()/153221908-5bfc2b8c4cedfd0026c118f2.jpg)
What Is a "5 by 5 Power" Clause in a Trust Document?
:max_bytes(150000):strip_icc()/iStock-493213662.FatCamera.inheritance.retirement.black-af08c547084d46e7851c8198191684b8.jpg)
What Is a Will and Why Do I Need One Now?
:max_bytes(150000):strip_icc()/last-will-and-testament-185574992-bf59f71631d14b65a9ae4cee2e214c9f.jpg)
What Is Per Stirpes?
:max_bytes(150000):strip_icc()/thinkstockphotos-477211132-5bfc34da46e0fb0026032d91.jpg)
Advice on Wills: Should Each Child Get the Same?
:max_bytes(150000):strip_icc()/200270955-001-5bfc2b8bc9e77c00517fd20f.jpg)
What Is the Cy Pres Doctrine?
:max_bytes(150000):strip_icc()/GettyImages-1376105363-4bc9b83ec37248fb9ae11a747ec98988.jpg)
What Does Payable On Death (POD) Mean?
:max_bytes(150000):strip_icc()/shutterstock_143004025-5bfc3cffc9e77c00587b6eb1.jpg)
Financial vs. Medical Power of Attorney: What’s the Difference?
:max_bytes(150000):strip_icc()/shutterstock_95587405.estatefight.cropped-5bfc3ce64cedfd0026c577d8.jpg)
Tips to Help Siblings Avoid or Resolve an Estate Battle
:max_bytes(150000):strip_icc()/istock_000000246160_medium.checkbook.cropped-5bfc2fef46e0fb0083c1461c.jpg)
What Is a Trust Checking Account?
:max_bytes(150000):strip_icc()/shutterstock_112522391-5bfc2b9846e0fb0051bde2d3.jpg)
The Average Cost of a Making a Will
:max_bytes(150000):strip_icc()/high-school-students-5bfc2b8b46e0fb0083c07b7d.jpg)
Transfer on Death (TOD)
:max_bytes(150000):strip_icc()/thinkstockphotos-187320972-5bfc3519c9e77c0051819049.jpg)
Everything You Need to Know About Trust Funds in Canada
:max_bytes(150000):strip_icc()/bankruptcy-broker-brokerage-firm-56a0911b3df78cafdaa2cad4.jpg)
Bankruptcy Trustee
:max_bytes(150000):strip_icc()/148985994-5bfc2b8c46e0fb0083c07ba8.jpg)
Beneficiary
:max_bytes(150000):strip_icc()/GettyImages-1094462068-19fc79bb34764a3eae21b21a29924b5f.jpg)
When Are Beneficiaries of a Will Notified?
:max_bytes(150000):strip_icc()/aa014176-5bfc2b8bc9e77c002630643b.jpg)
Understanding the Estate Tax
:max_bytes(150000):strip_icc()/GettyImages-601109181-fa67d8f486c54296b3d8b4c75e459b59.jpg)
How to Establish a Blind Trust
:max_bytes(150000):strip_icc()/17121703798_09a79a32cf_k-981bb57af6904f0b85d31bc6843f550b.jpg)
What Is a Contingent Beneficiary?
:max_bytes(150000):strip_icc()/personal-finance-lrg-2-5bfc2b1fc9e77c00517fbebb.jpg)
Declining an Inheritance
:max_bytes(150000):strip_icc()/home_quity_line_of_credit_what_you_need_to_know_to_refinance-5bfc3751c9e77c00587a07cd.jpg)
Retirement: What Happens If a Spouse Dies?
:max_bytes(150000):strip_icc()/investing14-5bfc2b8f46e0fb00265beb22.jpg)
What Is Defalcation?
:max_bytes(150000):strip_icc()/shutterstock_227937823-5bfc361c46e0fb005146d3a9.jpg)
How to Value Jewelry Inherited From a Loved One
:max_bytes(150000):strip_icc()/182667184-56a636213df78cf7728bd987.jpg)
How Is Cost Basis Calculated on an Inherited Asset?
:max_bytes(150000):strip_icc()/thinkstockphotos493208894-5bfc2b98c9e77c0026306637.jpg)
How Do University Endowments Work?
:max_bytes(150000):strip_icc()/GettyImages-1164361532-0564fbe401f74f57a4a4c6c0ad02dca6.jpg)
How to Set Up a Trust Fund in Australia
:max_bytes(150000):strip_icc()/GettyImages-175427818-430ab4815fd94b2d925edcc40dfaacdd.jpg)
Estate
:max_bytes(150000):strip_icc()/options-lrg-3-5bfc2b2046e0fb005144ca9d.jpg)
Designating a Trust as a Retirement Beneficiary
:max_bytes(150000):strip_icc()/stk128219rke-5bfc2b8a46e0fb005144db8f.jpg)
Distributable Net Income (DNI)
:max_bytes(150000):strip_icc()/virtual_goods-5bfc2b8a46e0fb00517bdfe5.jpg)
What Is a Revocable Trust?
:max_bytes(150000):strip_icc()/getting-right-help-1056995950-a04edcf84a064ad586979e46703b417f.jpg)
Estate Planning