Welcome to the Trusts & Estates Learning Center 

Frequently Asked Questions (FAQs)

Need information fast? Get immediate answers to your questions in plain, easy-to-understand English.

• Understanding Living Trusts^®
• Understanding Funding Your Living Trust
• Understanding Estate Taxes
• Understanding Who Should Be Beneficiary of Your IRA
• Understanding Corporate Trustees
• Understanding Charitable Remainder Trusts
• Understanding Life Insurance Trusts
• Understanding The Duties and Responsibilities of a Trustee
• Glossary of Terms

Online Presentations

Need more detailed information? Our online presentations will take you step-by-step through Understanding Estate Planning and Living Trusts, Estate Taxes, Who Should Be Beneficiary of Your IRA and Charitable Remainder Trusts.

• Estate Planning & Living Trusts
• Estate Taxes
• Who Should Be Beneficiary of Your IRA
• Charitable Remainder Trusts

Estate Planning Articles

Need information on other important estate planning topics? Our articles will keep you up-to-date.

1. Estate Planning in 2013 and Beyond
2. How to Get The Most Out of the Estate Tax Exemption
3. Should You Convert to a Roth IRA?
4. The Simplified IRA Distribution Rules
5. Got Stuff? You Need An Estate Plan!
6. When Is The Best Time To Plan Your Estate?
7. When Is It Time to "Service" Your Estate Plan?
8. Will Your Kids Be Unintentionally Disinherited?
9. How Can I Prevent My Children from Fighting Over My Belongings After I Die?
10. The Special Needs Trust: Planning for a Disabled Dependent
11. The Perfect Gift for the New Adult in Your Family
12. An Introduction to Planning for Long Term Care
13. How Should You Hold Title to Real Estate?
14. Business Owners: Have You Planned Your Exit?
15. The Family Limited Partnership
16. Gifting... An Easy and Satisfying Way to Reduce Estate Taxes
17. Giving Your Assets to Your Children Now Can Cause Serious Problems
18. Making Gifts Now Can Reduce Estate Taxes Later
19. Private Charitable Foundation
20. Qualified Personal Residence Trust
21. Grantor Retained Annuity Trust (GRAT) & Grantor Retained Unitrust (GRUT)
22. Offshore Asset Protection Trusts
23. Qualified Domestic Trust
24. Protect Against The Generation Skipping Transfer Tax

Estate Tax Calculator

Curious what your estate taxes and probate fees will be? Fill in your own numbers and get instant results.

• Estate Tax Calculator