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.
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How To Write a Simple Will
Follow these directions carefully to have a legal document you can use. And make sure you have witnesses and a notary, if your state require...
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Transfer on Death (TOD) -
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Questions to Ask Your Estate-Planning Attorney -
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Estate Planning: 16 Things to Do Before You Die -
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Income in Respect of a Decedent (IRD) Definition -
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Power of Attorney (POA) Definition -
Payable On Death (POD) Definition
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Form 706-NA Definition -
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Next of Kin Definition -
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How Does the New Tax Law Affect Your Estate Plan? -
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6 Estate Planning Must-Haves -
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Using an LLC for Estate Planning -
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Contingent Beneficiary -
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Beneficiary Definition -
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Declining an Inheritance -
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Should Retirees Pay Off Their Mortgage? -
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Avoiding Unnecessary Probate Costs -
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Probate Definition -
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Estate Planning for Canadians -
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Advice on Wills: Should Each Child Get the Same? -
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Estate Definition -
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How is cost basis calculated on an inherited asset? -
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5 Things to Consider Before Becoming an Estate Executor -
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Are Estate Distributions Taxable? -
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Escheat Definition -
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4 Reasons Estate Planning Is So Important -
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Letter of Instruction: Don't Leave Life Without One -
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Healthcare Power of Attorney (HCPA) Definition -
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Certifications for Estate Planning -
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The Executor's Checklist: 7 Things to Do Before They Die -
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Unlimited Marital Deduction Definition -
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Disclaiming Inherited Plan Assets -
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Will Beneficiaries: When They Are Notified? -
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Crummey Trust Definition -
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Sept. 30: A Key Date for Retirement Plan Beneficiaries -
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Intestate Definition -
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Are Estate Planning Fees Tax Deductible? -
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Why Your Will Should Name Designated Beneficiaries -
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Estate Planning Definition -
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The 7 Best Estate Planning Books of 2022 -
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Retirement: What Happens If a Spouse Dies? -
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Notice to Creditors Definition -
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Cost of a Making a Will -
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What Is a Will and Why Do I Need One Now? -
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Executrix Definition -
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Legacy Planning Definition -
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Administration Bond Definition -
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Uniform Simultaneous Death Act Definition -
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Estate Taxes: Who Pays? And How Much? -
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Financial vs. Medical Power of Attorney: What’s the Difference? -
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Do Retirement Accounts Go Through Probate? -
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How to Value Jewelry Inherited From a Loved One -
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Tips to Help Siblings Avoid or Resolve an Estate Battle -
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5 Surprising Hazards of Being an Executor
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