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.
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How Power of Attorney (POA) Works
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Estate Taxes: Who's on the Hook?
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How to Set Up a Trust Fund
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What and Who Is Next of Kin?
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Probate
Explore Trust & Estate Planning
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What Happens to Your Bank Account After Death?
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The 6 Best Online Will Makers of 2022
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What Is an Irrevocable Trust?
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What Is a Trust Fund?
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Will vs. Trust: What’s the Difference?
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Revocable Trust vs. Irrevocable Trust: What's the Difference?
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Endowment
Grantor Trust Rules
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Grantor Retained Annuity Trust (GRAT)
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Inter-Vivos Trust Definition
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What Does Pari-Passu Mean?
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What Is a Step-Up in Basis for Tax Purposes?
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Trustee
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What Is the Uniform Transfers to Minors Act (UTMA)?
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To Do Before You Die: 16 Estate-Planning Tips
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Should You Set up a Revocable Living Trust?
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What Everyone Should Know About Trust Companies
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Unit Trust (UT)
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Naming a Trust as Beneficiary of a Retirement Account: Pros and Cons
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A-B Trust
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Bare Trust Definition
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Why Your 401(K) Is Switching to Collective Investment Funds (Cifs)
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Dynasty Trust Definition
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Intentionally Defective Grantor Trust (IDGT) Definition
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What Is a Living Trust?
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What Special Power of Attorney Means
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Understanding Trust Receipts
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Credit Shelter Trust (CST) Definition
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Understanding Reverse Morris Trusts (RMTs)
Trust Definition
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What Is a "5 by 5 Power" Clause in a Trust Document?
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What Is a Will and Why Do I Need One Now?
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What Is Per Stirpes?
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Advice on Wills: Should Each Child Get the Same?
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What Is the Cy Pres Doctrine?
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What Does Payable On Death (POD) Mean?
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Financial vs. Medical Power of Attorney: What’s the Difference?
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Tips to Help Siblings Avoid or Resolve an Estate Battle
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What Is a Trust Checking Account?
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The Average Cost of a Making a Will
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Transfer on Death (TOD)
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Everything You Need to Know About Trust Funds in Canada
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Bankruptcy Trustee
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Beneficiary
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When Are Beneficiaries of a Will Notified?
Understanding the Estate Tax
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How to Establish a Blind Trust
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What Is a Contingent Beneficiary?
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Declining an Inheritance
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Retirement: What Happens If a Spouse Dies?
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What Is Defalcation?
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How to Value Jewelry Inherited From a Loved One
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How Is Cost Basis Calculated on an Inherited Asset?
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How Do University Endowments Work?
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How to Set Up a Trust Fund in Australia
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Estate
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Designating a Trust as a Retirement Beneficiary
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Distributable Net Income (DNI)
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What Is a Revocable Trust?
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Estate Planning