Start planning
Build the core system before choosing specialized strategies.
Estate planning, toegelicht
Een levende kaart van moderne estate planning
Begrijp hoe testamenten, trusts, belastingen, begunstigingsaanduidingen, boedelafwikkeling, bedrijfsopvolging en geavanceerde planningsstrategieën samenhangen — zonder halverwege te beginnen.
Vind uw startpunt
Één onderwerp, geordend van eenvoudig tot gevorderd
Trusts
Start with purpose, control, access, funding, and administration.
Taxes & basis
Separate reporting, actual tax, basis, and state questions.
Probate & administration
A calm path for executors, trustees, beneficiaries, and families.
By situation
Family, ownership, disability, business, and digital assets change the map.
State laws
Identify domicile, property location, and trust situs before applying a general rule.
Verken trusts
De trustdatabase, zonder het jargon
Begin met wat een structuur beoogt te bereiken, en onderzoek vervolgens zeggenschap, toegang, belastingen, bescherming, kosten en afwegingen.
Revocable Living Trust
A revocable living trust is a lifetime management and transfer framework the settlor can usually amend or revoke while capable; it can support incapacity and avoid probate for properly funded assets, but it is not a stand-alone tax shelter.
Eenvoudige uitleg en uitgebreide gids
Irrevocable Trust
An irrevocable trust is a broad category in which the settlor cannot simply reclaim or rewrite the arrangement at will; its tax, creditor, and control results depend on retained powers, beneficiary rights, funding, and governing law.
Eenvoudige uitleg en uitgebreide gids
Testamentary Trust
A testamentary trust is created under a will and begins at death after the will is admitted and the trust is funded through estate administration.
Eenvoudige uitleg en uitgebreide gids
Credit Shelter / Bypass Trust
A credit shelter trust is funded at the first spouse's death to use available exclusion and benefit family without ordinary inclusion in the surviving spouse's estate when designed and administered correctly.
Eenvoudige uitleg en uitgebreide gids
Spousal Lifetime Access Trust
A SLAT is an irrevocable lifetime gift trust created by one spouse for the other spouse and often descendants, seeking to move assets outside the donor's estate while preserving indirect family access through discretionary distributions.
Eenvoudige uitleg en uitgebreide gids
Irrevocable Life Insurance Trust
An ILIT is an irrevocable trust designed to own or receive life insurance and manage proceeds, often seeking liquidity and exclusion from the insured's gross estate when ownership and administration rules are satisfied.
Eenvoudige uitleg en uitgebreide gids
Third-Party Special Needs Trust
A third-party special needs trust holds assets contributed by someone other than the beneficiary and gives a trustee discretion to supplement the beneficiary's life without assuming the trust is invisible to every benefit program.
Eenvoudige uitleg en uitgebreide gids
Grantor Retained Annuity Trust
A GRAT is an irrevocable term trust in which the grantor keeps a fixed annuity and transfers remaining value to beneficiaries if asset performance exceeds the assumed federal rate and the structure succeeds.
Eenvoudige uitleg en uitgebreide gids
Dynasty Trust
A dynasty trust is a long-duration trust designed to hold and govern assets for multiple generations, often combining GST planning, beneficiary protection, and flexible fiduciary governance.
Eenvoudige uitleg en uitgebreide gidsZij aan zij
Verschillende namen voor trusts kunnen sterk uiteenlopende afwegingen verhullen.
Planningspaden
Leer per levensfase of per situatie
Estate planning per levensfase
De documenten en vragen die relevant worden naarmate het leven verandert.
Estate planning per situatie
Gerichte gidsen voor eigendomssituaties, gezinssituaties, begunstigingssituaties en planningsomstandigheden.
Locatie is van belang
Estate planning per staat
Procedures voor de afwikkeling van nalatenschappen, regels voor kleine nalatenschappen, staats- en erfrechtbelastingen, regels voor gemeenschappelijk huwelijksvermogen en trustwetgeving kunnen per rechtsgebied verschillen. Elke staatsgids vermeldt het rechtsgebied, de herzieningsdatum en de officiële bronnen.
- AKAlaskaNo separate state death tax flagged for 2026
- CACaliforniaNo separate state death tax flagged for 2026
- CTConnecticutState Estate Tax
- DEDelawareNo separate state death tax flagged for 2026
- FLFloridaNo separate state death tax flagged for 2026
- ILIllinoisState Estate Tax
- MDMarylandState Estate Tax, Inheritance Tax
Plan met structuur
Checklists en educatieve rekentools
Verken vragen, uitgangspunten en planningsconcepten zonder rekeningnummers of andere gevoelige informatie in te voeren.
Estate Planning Workbench
Build one shared estate snapshot, add only the calculations you need, and review a consolidated set of educational results.
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Federal Estate Tax Calculator
Illustrate a simplified 2026 federal taxable-estate amount and marginal tax exposure.
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State Estate Tax Screening Calculator
Use The Estate Guide's current categorical state estate-tax research to screen an estate value and open the controlling state guide.
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Gift Tax Reporting Illustrator
Separate the annual-exclusion reporting question from actual gift tax that might be payable.
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Estate Value Calculator
Build a broad gross-asset and net-estate snapshot without entering account numbers or identifying details.
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Probate Cost Estimator
Apply a transparent assumption to explore how administration costs can affect an estate.
Tool openenWat er is veranderd
Nieuws en wetswijzigingen op het gebied van estate planning
Federale belastingontwikkelingen, IRS-richtlijnen, rechterlijke uitspraken en wijzigingen in staatswetgeving — gekoppeld aan tijdloze toelichtingen.
The Little-Known Responsibilities Of Being An Estate Executor
Estate executor are responsible for discovering and paying all legitimate obligations of the estate before distributing assets to beneficiaries.
Bron: Forbes
The 5 Biggest Myths in Estate Planning and the Strategies to Follow Instead
From outdated beneficiary designations to the false security of a set-it-and-forget-it plan, active engagement is the strongest defense against costly mistakes.
Bron: Kiplinger
10 'Treasures' Your Adult Children Don't Want You to Pass Down
From heirloom china to your old golf clubs, here is what your grown kids secretly wish you'd unload — just not on them.
Bron: Kiplinger