Trust & Estate Planning

Map out your family's future and leave a legacy with well-drawn wills, the right types of types of trusts, careful estate planning, and tax strategies.

Explore Trust & Estate Planning

Estate Planning
What Happens to Your Bank Account After Death?
Online Will Makers
The 6 Best Online Will Makers of 2022
What Is an Irrevocable Trust?
trust fund
What Is a Trust Fund?
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Will vs. Trust: What’s the Difference?
Revocable Trust vs. Irrevocable Trust: What's the Difference?
Endowment
Grantor Trust Rules
Grantor Retained Annuity Trust (GRAT)
Inter-Vivos Trust Definition
What Does Pari-Passu Mean?
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What Is a Step-Up in Basis for Tax Purposes?
Business People Shaking Hands in Office
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?
What Everyone Should Know About Trust Companies
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Unit Trust (UT)
Lawyer Explaining Will
Naming a Trust as Beneficiary of a Retirement Account: Pros and Cons
A-B Trust
Bare Trust Definition
Retirement
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?
Power of attorney form and hand with pen
What Special Power of Attorney Means
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Understanding Trust Receipts
Credit Shelter Trust (CST) Definition
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Understanding Reverse Morris Trusts (RMTs)
Trust Definition
What Is a "5 by 5 Power" Clause in a Trust Document?
Couple reviewing a document with attorney
What Is a Will and Why Do I Need One Now?
Last Will and Testament
What Is Per Stirpes?
Advice on Wills: Should Each Child Get the Same?
What Is the Cy Pres Doctrine?
What Does Payable On Death (POD) Mean?
Financial vs. Medical Power of Attorney: What’s the Difference?
Tips to Help Siblings Avoid or Resolve an Estate Battle
What Is a Trust Checking Account?
The Average Cost of a Making a Will
Students in a classroom
Transfer on Death (TOD)
Everything You Need to Know About Trust Funds in Canada
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Bankruptcy Trustee
Cash
Beneficiary
Last Will and Testament concept
When Are Beneficiaries of a Will Notified?
Understanding the Estate Tax
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How to Establish a Blind Trust
Insurance Policy
What Is a Contingent Beneficiary?
Declining an Inheritance
Retirement: What Happens If a Spouse Dies?
What Is Defalcation?
How to Value Jewelry Inherited From a Loved One
Inherited asset
How Is Cost Basis Calculated on an Inherited Asset?
How Do University Endowments Work?
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How to Set Up a Trust Fund in Australia
Family Estate Planning
Estate
Designating a Trust as a Retirement Beneficiary
Distributable Net Income (DNI)
What Is a Revocable Trust?
couple estate planning
Estate Planning