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Estate planning · None

Trusts & Estates: September 2026 Digital Edition

Features on Estate Planning & Taxation, Fiduciary Professions and Financial Advisors

Read the original at WealthManagement.com ↗
Publisher
WealthManagement.com
Publication or effective date
Jurisdiction
None
Status in The Estate Guide
Source linked and editorially summarized

What changed

Features on Estate Planning & Taxation, Fiduciary Professions and Financial Advisors

Planning context

Why it matters

Connect the development to the governing primary source and the relevant evergreen guide before applying it.

The source controls. Read its date, scope, definitions, transition rules, forms, and later updates before applying this summary to a real matter.

Start planning

What Is Estate Planning?Last Will and TestamentBeneficiary DesignationsFinancial Power of AttorneyAdvance Health Care Directive and Living Will

Trusts

Revocable Living TrustIrrevocable TrustThird-Party Special Needs Trust

Taxes

Federal Estate TaxFederal Gift Tax and Form 709Generation-Skipping Transfer TaxIncome-Tax Basis at DeathState Estate and Inheritance Taxes

Administration

What Is Probate?Probate TimelineExecutor ResponsibilitiesWhat to Do After a DeathChoose Executors, Trustees, and Agents

Tools

Estate Planning WorkbenchFederal Estate Tax CalculatorGift Tax Reporting IllustratorProbate Cost EstimatorEstate Liquidity CalculatorInherited Asset Basis IllustratorEstate plan checklistMap your estate