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The Estate GuideWills · Trusts · Taxes · Probate
Formazione Testamenti Trust Fiscalità Successione ereditaria
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Pianifica per esigenza

BeneficiariWho inherits and how designations work Documenti successoriPowers of attorney, directives, HIPAA Titolari d'impresaSuccession, buy-sell, valuation Pianificazione avanzataGRATs, SLATs, dynasty trusts, situs

Place and people

Normative stataliAll 50 states and Washington, D.C. Dopo un decessoThe first days and weeks, in order Centro esecutore testamentarioAdministering an estate, step by step Centro per il fiduciarioDuties, accounting, distributions
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CalcolatoriEstate tax, gift tax, probate cost Confronta i trustTwo structures side by side Checklist del pianoWhat your plan may still need Quiz sulla completezza del pianoTen questions, no sign-up

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Formazione Testamenti Trust Fiscalità Successione ereditaria Notizie
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Strumenti e ricerca CalcolatoriConfronta i trust Checklist del pianoQuiz sulla completezza del piano Diagrammi di flusso decisionaliMonitoraggio normativo Argomenti salvatiThe Legacy GameChiedi a The Estate GuideAgenti IA
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Privacy Policy

The Estate Guide works without an account. This policy explains what stays in your browser, what reaches our systems when you use interactive features, and how advertising cookies would work if advertising is enabled.

No account requiredCore reading, search, Saved, theme, language, and reading-view features do not require a user profile.
Do not submit secretsNever enter passwords, private keys, account numbers, tax records, health records, or confidential legal documents into a site form or AI question.

01Browser preferences stay on your device

02Forms collect only what you choose to send

03Security logs support reliable operation

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Complete policy

Last updated: August 21, 2026

1. Scope

This policy applies to The Estate Guide (the “Site”). It covers information handled through the Site’s pages, forms, search, Saved feature, checklists, email-update form, and Ask The Estate Guide feature. A linked third-party website or service has its own privacy practices.

2. Information kept in your browser

The Site uses browser storage for preferences and interactive state. This can include theme, Guided or Expert view, language, saved-topic records, and checklist progress. Saved-topic records contain the topic’s key, title, link, type, and short summary. These items remain within that browser profile unless you remove them, clear site data, use a private-browsing session, or your browser removes them.

A first-party language cookie may remember the interface language. The Site does not use this local information to create a server-side reader profile, and local information does not automatically sync to another browser or device.

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Contact. If you use the contact form, we receive the message and any reply address you choose to provide. We store them so the operators can investigate, respond, maintain a correction record, or handle a privacy or takedown request.

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Do not submit information that the feature does not need. In particular, do not send Social Security numbers, account numbers, passwords, private keys, health records, tax returns, signed legal instruments, or information you are not authorized to disclose.

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Do not use Ask The Estate Guide for confidential, privileged, personally identifying, medical, financial-account, tax-return, or document-specific information. A question does not create an attorney-client or other professional relationship. See Ask The Estate Guide for its content boundaries.

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First-party cookies or browser storage support language and the preferences described above. If advertising is enabled, third-party vendors, including Google, may use cookies to serve ads based on a reader’s prior visits to this Site or other websites. Google’s use of advertising cookies enables Google and its partners to serve ads based on visits to this Site and/or other sites on the internet.

Readers may opt out of personalized advertising through Google Ads Settings. Information about how Google uses data from sites and apps that use its services is available in Google’s partner-sites policy, and additional advertising-cookie information appears in Google’s advertising policies. Where law requires consent, advertising storage or personalization is subject to the choices presented by the applicable consent mechanism.

Advertising, if present, does not influence editorial selection. Sponsored or affiliate placement must be labeled at the point of use.

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The Site is a general educational reference and is not directed to children. We do not knowingly request personal information from children. A parent or guardian who believes a child submitted information may contact us to request review and deletion.

11. Changes and contact

We may update this policy as features, providers, or legal requirements change. The date above identifies the current posted version. Questions and requests can be sent through Contact.

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Use your browser settings to inspect or clear cookies and local storage. Clearing them can remove Saved topics, checklist progress, and interface preferences.

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Keep confidential planning information with the professionals authorized to receive it.

Using the Site, a form, Saved, a checklist, or Ask The Estate Guide does not create an attorney-client, accountant-client, fiduciary, or advisory relationship. The Site provides general education only—not legal, tax, investment, accounting, insurance, or financial advice.

The Estate GuideWills · Trusts · Taxes · Probate

An independent, plain-English reference to U.S. wills, trusts, taxes, probate and state law. Every rule is dated and every claim is traceable to a primary source.

Formazione Pianificazione successoria: le basiTestamentiLibreria dei trust FiscalitàSuccessione ereditariaGlossario Scenari di pianificazioneStoria
Piano Documenti successoriBeneficiari Titolari d'impresaPianificazione avanzata Normative stataliDopo un decesso Centro esecutore testamentarioCentro per il fiduciario
Strumenti CalcolatoriConfronta i trust Checklist del pianoQuiz sulla completezza del piano Diagrammi di flusso decisionaliMonitoraggio normativo NotizieThe Legacy GameChiedi a The Estate GuideAgenti IAArgomenti salvati
Chi Siamo Chi siamoContatti MetodologiaFonti dei dati Politica editorialeNote legali Informativa sulla privacyCondizioni d'uso
Browse the topic directory
Iniziare la pianificazioneChe cos'è la pianificazione successoria?TestamentoDesignazioni dei beneficiariProcura generale in materia finanziariaDirettiva anticipata di trattamento sanitario e dichiarazione anticipata di volontà
TrustTrust revocabile tra viviTrust irrevocabileTrust per esigenze speciali a favore di terzi
FiscalitàImposta federale sull'ereditàImposta federale sulle donazioni e Form 709Imposta federale sul trasferimento generazionaleBase imponibile ai fini dell'imposta sul reddito al momento del decessoImposte statali sull'eredità e sulle successioni
AmministrazioneChe cos'è la successione per via giudiziale (probate)?Tempi della procedura successoriaResponsabilità dell'esecutore testamentarioCosa fare dopo un decessoScegliere esecutori testamentari, trustee e procuratori
StrumentiWorkbench di pianificazione patrimonialeCalcolatore dell'imposta federale sull'ereditàStrumento illustrativo per la dichiarazione delle donazioni fiscaliStimatore dei costi della procedura successoriaCalcolatore della liquidità patrimonialeStrumento illustrativo per la base imponibile dei beni ereditatiLista di controllo per il piano successorioMappa il tuo patrimonio

General information only. Nothing on The Estate Guide is legal, tax, investment, accounting, or financial advice.

No page, tool, example, score, or comparison considers your complete facts or determines whether a document, trust, transaction, or strategy is suitable for you.

To the fullest extent permitted by law, The Estate Guide, its operators, partners, officers, employees, affiliates, and agents are not liable for loss or damage caused by reliance on this site.

By visiting, viewing, or using this site, you agree to its Terms of Use and Privacy Policy.

The Estate Guide is not a registered investment adviser, law firm, accounting firm, or tax-return preparer. Use of the site does not create an attorney-client, accountant-client, fiduciary, or advisory relationship.

Estate-planning law varies by state, and tax rules change. Tax-year, jurisdiction, effective-date, and last-reviewed labels are shown where applicable.

Primary authorities include the Internal Revenue Service, U.S. Treasury, Congress, state statutes, state departments of revenue, state court systems, the Social Security Administration, Department of Labor, and SEC where relevant.

Sources can be incomplete, revised, superseded, or interpreted differently. Verify current law and your facts with qualified attorneys, CPAs, fiduciaries, and other professionals before acting.

No paid listing or affiliate relationship influences editorial coverage. Any future sponsored or affiliate placement will be labeled at the point of use.

Content is compiled partly through AI-assisted research, figures indicative, verify against primary sources. Human review is required before publication of detected law changes. Photographs on this site are illustrative images created with AI; they do not depict real people, documents, or places.

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