Estate Planning Education
Understand estate planning topics
19 articles
- What is a Trust?
- Successor Trustee vs. Initial Co-Trustee
- What is a Marital Trust?
- Marital vs. Disclaimer Trusts
- Understanding Contingent and Ultimate Beneficiaries
- What is a Restatement vs Amendment
- How to Choose a Guardian for Children
- Understanding Grantor and Non-Grantor Trusts
- Understanding the Trustee Appointer Role
- Why is your full legal name required when filling out my Estate Plan with Wealth.com?
- What is a Will?
- What is a trustor, trustee and beneficiary?
- Individual vs. Joint Trusts: The Basics
- What is a SLAT (Spousal Lifetime Access Trust)
- What is a Trust for Descendants (TFD)?
- What is an A/B Trust?
- When are Specific Gifts Distributed from the Residual Estate?
- How is Real Estate Distributed from a Trust?
- Comparing Revocable and Irrevocable Trusts