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The Estate GuideWills · Trusts · Taxes · Probate
Aprender Testamentos Trusts Impostos Inventário
Planejamento

Planejar por necessidade

BeneficiáriosWho inherits and how designations work Documentos SucessóriosPowers of attorney, directives, HIPAA Proprietários de EmpresasSuccession, buy-sell, valuation Planejamento AvançadoGRATs, SLATs, dynasty trusts, situs

Place and people

Legislação EstadualAll 50 states and Washington, D.C. Após um FalecimentoThe first days and weeks, in order Central do InventarianteAdministering an estate, step by step Centro do TrusteeDuties, accounting, distributions
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Plan and calculate

CalculadorasEstate tax, gift tax, probate cost Comparar TrustesTwo structures side by side Lista de Verificação do PlanoWhat your plan may still need Quiz de Completude do PlanoTen questions, no sign-up

Research

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The Estate Guide
Aprender Testamentos Trusts Impostos Inventário Notícias
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Definições em linguagem simples, contexto e sugestões aparecem conforme você lê.

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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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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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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.

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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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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.

Aprender Planejamento Sucessório 101TestamentosBiblioteca de Trustes ImpostosInventárioGlossário Cenários de PlanejamentoHistória
Plano Documentos SucessóriosBeneficiários Proprietários de EmpresasPlanejamento Avançado Legislação EstadualApós um Falecimento Central do InventarianteCentro do Trustee
Ferramentas CalculadorasComparar Trustes Lista de Verificação do PlanoQuiz de Completude do Plano Fluxogramas de decisãoRastreador de Legislação NotíciasThe Legacy GamePergunte a The Estate GuideAgentes de IATópicos salvos
Sobre Nós Sobre nósContato MetodologiaFontes de Dados Política EditorialAvisos legais Política de PrivacidadeTermos de Uso
Browse the topic directory
Começar o planejamentoO que é planejamento sucessório?TestamentoDesignações de beneficiáriosProcuração para fins financeirosDiretiva antecipada de vontade e testamento vital
TrustsFundo fiduciário revogávelFundo fiduciário irrevogávelFundo fiduciário para necessidades especiais de terceiros
ImpostosImposto federal sobre heranças e doações (estate tax)Imposto federal sobre doações e Form 709Imposto federal sobre transferências que saltam gerações (generation-skipping transfer tax)Base de custo para fins de imposto de renda na data do falecimentoImpostos estaduais sobre heranças e sucessões
AdministraçãoO que é inventário judicial?Cronograma do inventário judicialResponsabilidades do executor testamentárioO que fazer após um falecimentoEscolha executores testamentários, administradores fiduciários e procuradores
FerramentasPainel de Planejamento SucessórioCalculadora de imposto federal sobre herançasIlustrador de declaração de imposto sobre doaçõesEstimador de custos do inventário judicialCalculadora de liquidez do espólioIlustrador de base de custo de bens herdadosLista de verificação do plano sucessórioMapeie seu patrimônio

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.

© 2026 The Estate Guide · Educational reference only · All rights reserved

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