Estate Planning Fundamentals
Core estate planning concepts every trust owner should understand.
10 Guides
Do You Actually Need a Trust? A Plain English Decision Guide
Not sure if a trust is right for you? This honest guide explains who benefits most, who probably doesn't need one, and what it actually costs.
Read guide →Estate Planning at 50, 60, and 70: What Changes at Each Stage
Estate planning priorities shift as you age. Learn what to focus on in your 50s, 60s, and 70s to keep your trust and estate plan working.
Read guide →How to Avoid Probate: Trust Funding and Other Strategies
Learn how to avoid probate with a properly funded trust, beneficiary designations, TOD or POD accounts, joint ownership, and a practical asset checklist.
Read guide →Revocable vs. Irrevocable Trusts: What Actually Changes After You Sign
Already have a trust? Learn how managing a revocable vs. irrevocable trust differs after signing, from amendments to taxes to trustee control.
Read guide →Dynasty Trusts by State: Rules, Limits, and What to Know
Compare dynasty trust rules by state, including perpetuities limits, long-duration trust options, GST tax basics, and questions to take to an attorney.
Read guide →Alaska Asset Protection Trust: Requirements and Limits
How an Alaska DAPT works under AS 34.40.110, including trustee and administration requirements, creditor deadlines, nonresident use, and key limits.
Read guide →How to Set Up a Living Trust in Arkansas: Step-by-Step Guide
A step-by-step guide to setting up a living trust in Arkansas, including choosing a trustee, documenting the terms, funding assets, and maintaining the plan.
Read guide →Trust Beneficiary Rights by State: Information, Accountings, and Next Steps
Compare trust beneficiary information and accounting rights in Washington, California, Texas, and Florida, understand the UTC baseline, and know when to involve an attorney.
Read guide →Uniform Trust Code Adoption by State: Current List
Current Uniform Trust Code adoption list, with enactment years, enacting bills, notable state differences, and links to each state trust-law guide.
Read guide →Trustee Compensation by State: Rules and Starting Points
A 50-state and District of Columbia reference to trustee compensation rules and statutory commission frameworks, with legal sources and links to each state trust-law guide.
Read guide →Ready to put this into practice?
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