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The Estate GuideWills · Trusts · Taxes · Probate
학습 유언장 신탁 세금 유산 검인
플래닝

필요에 따른 플랜

수익자Who inherits and how designations work 유산 문서Powers of attorney, directives, HIPAA 사업주Succession, buy-sell, valuation 고급 플래닝GRATs, SLATs, dynasty trusts, situs

Place and people

주(州)별 법률All 50 states and Washington, D.C. 사망 후 처리The first days and weeks, in order 유언집행자 센터Administering an estate, step by step 수탁자 센터Duties, accounting, distributions
뉴스
도구

Plan and calculate

계산기Estate tax, gift tax, probate cost 신탁 비교Two structures side by side 플랜 체크리스트What your plan may still need 플랜 완성도 퀴즈Ten questions, no sign-up

Research

의사결정 흐름도Visual paths through common choices 법률 트래커Federal and state changes, sourced The Legacy GamePlay three generations of planning The Estate Guide에 질문하기Plain-language answers with links AI 에이전트Prompts for your own assistant
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The Estate Guide
학습 유언장 신탁 세금 유산 검인 뉴스
필요에 따른 플랜 수익자유산 문서 사업주고급 플래닝 주(州)별 법률사망 후 처리 유언집행자 센터수탁자 센터
도구 및 리서치 계산기신탁 비교 플랜 체크리스트플랜 완성도 퀴즈 의사결정 흐름도법률 트래커 저장된 주제The Legacy GameThe Estate Guide에 질문하기AI 에이전트
소개 회사 소개역사방법론 1차 출처면책 고지
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Privacy and browser storage

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

04Advertising choices remain available

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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.

3. Information you choose to submit

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.

Email updates. If you request updates, we store the email address you submit so we can provide that service and administer the list. You may request removal through Contact.

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.

4. Ask The Estate Guide

Questions sent through Ask The Estate Guide are processed to generate an answer and are subject to a per-connection rate limit. A question may be sent, with selected context from The Estate Guide, to a configured AI service provider. The Site does not need your name to answer. Ordinary infrastructure logs may record a request to the endpoint, and an external provider may handle the request under its own terms and privacy practices.

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.

5. Technical and security information

Web hosting and security systems may receive standard request information such as IP address, user agent, requested page, referrer, timestamp, status code, and diagnostic details. We use this information for security, abuse prevention, rate limiting, error diagnosis, reliability, and capacity planning. We do not use standard logs to claim we know the identity of a reader. Some news pictures load directly from the publisher’s own image server, which, like any web request, receives your IP address; the Site sends no referrer and stores no copy.

6. Cookies and Google AdSense

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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8. Retention and security

We retain submitted information only as long as reasonably needed for the purpose collected, operational records, dispute resolution, security, or legal obligations. Retention can vary by category. No transmission or storage system is guaranteed secure, so the safest practice is not to submit sensitive information the Site does not need.

9. Your choices

You can clear first-party cookies and local storage in your browser, decline an optional email field, avoid interactive AI features, use advertising controls, and request access to or deletion of information you knowingly submitted. To help locate a contact message or subscription, provide the same reply address used originally, but do not send identity documents through the ordinary form.

10. Children

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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Contact messages and update sign-ups reach our systems because you choose to send them. Use only the information needed for the request.

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A form or AI question is not a confidential consultation and does not create attorney-client privilege or another professional relationship.

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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.

학습 상속 계획 기초유언장신탁 라이브러리 세금유산 검인용어 사전 플랜 시나리오역사
플랜 유산 문서수익자 사업주고급 플래닝 주(州)별 법률사망 후 처리 유언집행자 센터수탁자 센터
도구 계산기신탁 비교 플랜 체크리스트플랜 완성도 퀴즈 의사결정 흐름도법률 트래커 뉴스The Legacy GameThe Estate Guide에 질문하기AI 에이전트저장된 주제
회사 소개 회사 소개문의 방법론데이터 출처 편집 방침면책 고지 개인정보 처리방침이용약관
Browse the topic directory
플래닝 시작하기상속 플래닝이란 무엇인가요?유언장수익자 지정재산 관리 위임장사전 의료 지시서 및 생전 유언
신탁철회 가능 생전 신탁철회 불가능 신탁제3자 특별 수요 신탁
세금연방 유산세연방 증여세 및 Form 709세대 생략 이전세사망 시 소득세 과세 기준주 유산세 및 상속세
관리유언검인이란 무엇인가요?유언검인 절차 일정유언집행인의 책임사망 후 해야 할 일유언집행인, 수탁자, 대리인 선정
도구상속 계획 워크벤치연방 유산세 계산기증여세 신고 설명 도구유언검인 비용 추정기유산 유동성 계산기상속 자산 과세 기준 설명 도구유산 계획 체크리스트내 유산 구조 파악하기

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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필수 브라우저 저장소는 언어 설정, 읽기 보기, 저장된 주제, 기기 내 도구 진행 상황을 기억합니다. 선택적 광고 저장소는 광고가 활성화되어 있고 이용자가 허용한 경우에만 사용됩니다. 체크리스트 또는 재산 지도 항목은 판매하지 않습니다. 개인정보 처리방침 읽기.