EG Zum Inhalt springen
The Estate GuideWills · Trusts · Taxes · Probate
Lernen Testamente Trusts Steuern Nachlassverfahren
Planung

Nach Bedarf planen

BegünstigteWho inherits and how designations work NachlassdokumentePowers of attorney, directives, HIPAA UnternehmensinhaberSuccession, buy-sell, valuation Erweiterte PlanungGRATs, SLATs, dynasty trusts, situs

Place and people

LandesrechtAll 50 states and Washington, D.C. Nach einem TodesfallThe first days and weeks, in order Nachlassverwalter-ZentrumAdministering an estate, step by step Treuhänder-ZentrumDuties, accounting, distributions
Nachrichten
Tools

Plan and calculate

RechnerEstate tax, gift tax, probate cost Trusts vergleichenTwo structures side by side Planungs-ChecklisteWhat your plan may still need Quiz zur Vollständigkeit des PlansTen questions, no sign-up

Research

Entscheidungs-FlussdiagrammeVisual paths through common choices Rechts-TrackerFederal and state changes, sourced The Legacy GamePlay three generations of planning The Estate Guide fragenPlain-language answers with links KI-AgentenPrompts for your own assistant
0
The Estate Guide
Lernen Testamente Trusts Steuern Nachlassverfahren Nachrichten
Nach Bedarf planen BegünstigteNachlassdokumente UnternehmensinhaberErweiterte Planung LandesrechtNach einem Todesfall Nachlassverwalter-ZentrumTreuhänder-Zentrum
Tools & Recherche RechnerTrusts vergleichen Planungs-ChecklisteQuiz zur Vollständigkeit des Plans Entscheidungs-FlussdiagrammeRechts-Tracker Gespeicherte ThemenThe Legacy GameThe Estate Guide fragenKI-Agenten
Über Über unsGeschichteMethodik PrimärquellenHaftungsausschlüsse
Leseeinstellungen
Dunkelmodus

Geführte Ansicht
Definitionen in verständlicher Sprache, Kontext und Hinweise erscheinen beim Lesen.

Expertenansicht
Eine kompaktere Referenzansicht für Fachleute und erfahrene Planer. Dies ist die Standardansicht.

Oberflächensprache
  1. Startseite
  2. Terms of Use

Rules for using this educational publication

Terms of Use

These terms govern use of The Estate Guide. The central rule is simple: the Site is a general educational publication, not a professional engagement, personalized plan, legal document, filing service, or instruction to act.

Education, not adviceNo page, tool, score, comparison, prompt, or answer evaluates your complete facts or establishes suitability.
Verify before actingCheck current statutes, regulations, official instructions, state authority, deadlines, and actual documents with qualified professionals.
§

Complete terms

Effective: August 21, 2026

1. Acceptance

By visiting, viewing, or using the Site, you agree to these Terms of Use and the Privacy Policy. If you do not agree, do not use the Site. You are responsible for using the Site consistently with laws and obligations that apply to you.

2. General educational publication

The Estate Guide publishes impersonal educational material about estate planning, wills, trusts, probate, incapacity, fiduciary roles, inheritance, taxes, ownership, charitable planning, business succession, and related subjects. Material is designed for a general audience and regular circulation. It is not prepared for any reader’s objectives, documents, family, property, state, deadlines, tax posture, or professional needs.

3. Investment Advisers Act publisher exclusion

To the extent the Site discusses securities, investment property, fiduciary investing, asset allocation, or related financial subjects, it does so solely as an impersonal, bona fide publication of general and regular circulation. The Site and its operators intend to rely on the publisher’s exclusion in Section 202(a)(11)(D) of the Investment Advisers Act of 1940. The Site is not a registered investment adviser, broker-dealer, law firm, accounting firm, tax-return preparer, or financial planner.

No content is tailored to a specific person or recommends that a person acquire, dispose of, retain, or allocate any security, policy, property, trust interest, business interest, or other asset. Nothing is a rating, signal, solicitation, offer, or individualized advisory communication.

4. No professional relationship or suitability determination

Use of the Site—including a contact message, Saved list, checklist, quiz, calculator, comparison, AI prompt, or Ask The Estate Guide question—does not create an attorney-client, accountant-client, tax-practitioner, fiduciary, insurance, brokerage, or advisory relationship. No content determines whether a document is valid, a trust is funded, a fiduciary is appropriate, a transaction is lawful, a filing is required, or a strategy is suitable.

Consult appropriately licensed and qualified attorneys, CPAs, tax professionals, fiduciaries, financial professionals, insurance professionals, valuation specialists, and other advisers who can examine complete facts and governing law.

5. State law, tax law, and individual facts

Estate-planning law varies by state. Execution, probate, intestacy, spousal rights, property classification, creditor rights, fiduciary authority, trust administration, and tax rules can differ by jurisdiction. Federal and state tax statutes, thresholds, regulations, forms, instructions, cases, and administrative guidance change. A result can turn on facts that a general page cannot know.

A “last reviewed” date records an editorial review; it is not a warranty that no later development has occurred. A proposal, bill, pending case, draft rule, or announced change is not treated as effective law unless the underlying authority supports that status.

6. Tools, examples, and estimates

Calculators, checklists, quizzes, diagrams, comparisons, scenarios, and examples simplify reality for education. They may omit deductions, elections, exemptions, valuation issues, timing rules, state overlays, document language, entity terms, contract terms, court practice, administrative expense, or other material facts. Inputs and results are not reviewed for accuracy, completeness, legal effect, or suitability.

Every estimate should be read with its stated assumptions, tax year, jurisdiction, and limitations. A mathematical output is not a tax return, appraisal, valuation opinion, coverage analysis, forecast, or recommendation.

7. AI-assisted material and Ask The Estate Guide

Portions of the Site are compiled with AI-assisted research, and Ask The Estate Guide uses AI to summarize selected site material. Generated text can omit an exception, confuse jurisdictions or dates, or cite support incorrectly. Do not submit confidential information. Verify every material proposition through the linked page and primary authority before relying on it.

Detected changes require editorial review before publication. An AI answer is not a legal opinion, tax position, accounting conclusion, fiduciary direction, or investment recommendation.

8. News, sources, and third-party links

The news section may summarize real items from identified publishers and link to the original source. Inclusion is not endorsement. A summary can be incomplete, and the original publisher or authority controls. External websites, professional listings, advertisements, and tools have their own content, terms, privacy practices, availability, and security; the Site does not control them.

9. Professional directory and commercial disclosures

A directory listing, credential label, advertisement, sponsorship, or affiliate link—if offered—does not constitute a referral, endorsement, verification of current standing, or suitability finding. Paid placement must be clearly distinguished from editorial content. Readers remain responsible for independently checking identity, licensure, discipline, insurance, experience, fees, conflicts, and engagement terms.

10. Permitted use and intellectual property

You may use the Site for personal, educational, and internal research, subject to applicable law and these terms. Site design, original organization, original text, and original graphics are protected by applicable intellectual-property law. Linked statutes, agency publications, publisher articles, and other third-party materials remain subject to their respective rights and terms.

You may not misrepresent Site content as professional advice, remove attribution, publish automated output as reviewed Site content, bypass access or security controls, interfere with operation, introduce malicious code, collect personal information from other users, or use the Site unlawfully. Reasonable indexing and accessibility tools are permitted; abusive automated extraction or traffic that impairs service is not.

11. No warranties

The Site is provided on an “as is” and “as available” basis to the fullest extent permitted by law. We do not warrant accuracy, completeness, timeliness, availability, fitness for a particular purpose, legal effect, noninfringement, uninterrupted access, or error-free operation. Sources may revise, withdraw, supersede, or interpret material differently.

12. Limitation of liability

To the fullest extent permitted by law, The Estate Guide, its operators, partners, officers, employees, affiliates, and agents will not be liable for loss or damage arising from use of or reliance on the Site, inability to use the Site, external content, omitted information, generated output, or a decision made or delayed in connection with Site content. This includes direct, indirect, incidental, consequential, special, exemplary, and similar damages where such limitations are permitted.

13. Changes, severability, and contact

We may change, suspend, or discontinue a feature and may update these terms. Continued use after a posted update constitutes acceptance of the revised terms. If a provision is found unenforceable, the remaining provisions continue to the extent allowed. Questions may be submitted through Contact.

No professional engagement

The Site does not know your complete facts, inspect your documents, protect a deadline, or represent you.

Check the labels

Jurisdiction, tax year, effective date, and last review date are part of a legal or tax claim—not optional metadata.

Use primary authority

Official statutes, regulations, forms, instructions, agencies, and courts control over a summary.

Related pages

Privacy Policy
Disclaimers
Methodology
Data Sources

Consent by use does not create representation.

By visiting, viewing, or using the Site, you accept these terms, including the no-advice, no-suitability, warranty, and liability limitations above. No use creates an attorney-client, accountant-client, fiduciary, or advisory relationship.

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.

Lernen Nachlassplanung 101TestamenteTrust-Bibliothek SteuernNachlassverfahrenGlossar PlanungsszenarienGeschichte
Plan NachlassdokumenteBegünstigte UnternehmensinhaberErweiterte Planung LandesrechtNach einem Todesfall Nachlassverwalter-ZentrumTreuhänder-Zentrum
Tools RechnerTrusts vergleichen Planungs-ChecklisteQuiz zur Vollständigkeit des Plans Entscheidungs-FlussdiagrammeRechts-Tracker NachrichtenThe Legacy GameThe Estate Guide fragenKI-AgentenGespeicherte Themen
Über uns Über unsKontakt MethodikDatenquellen Redaktionelle RichtlinienHaftungsausschlüsse DatenschutzrichtlinieNutzungsbedingungen
Browse the topic directory
Planung beginnenWas ist Nachlassplanung?Letzter Wille und TestamentBegünstigtenbestimmungenVermögensvollmacht (Financial Power of Attorney)Patientenverfügung und Vorsorgevollmacht für Gesundheitsfragen
TrustsWiderruflicher Living TrustUnwiderruflicher TrustThird-Party Special Needs Trust für Dritte
SteuernBundeserbschaftsteuerBundesschenkungsteuer und Form 709Generation-Skipping Transfer TaxEinkommensteuerliche Bemessungsgrundlage beim TodErbschaft- und Nachlasssteuern der Bundesstaaten
VerwaltungWas ist Nachlassabwicklung (Probate)?Zeitplan der NachlassabwicklungAufgaben des TestamentsvollstreckersWas nach einem Todesfall zu tun istTestamentsvollstrecker, Treuhänder und Bevollmächtigte auswählen
ToolsNachlassplanung-WorkbenchBundeserbschaftsteuer-RechnerVeranschaulichung der SchenkungsteuermeldepflichtKosten-Schätzer für die NachlassabwicklungNachlassliquiditätsrechnerVeranschaulichung der Bemessungsgrundlage für geerbte VermögenswerteCheckliste für die NachlassplanungIhr Vermögen erfassen

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

Ihre Datenschutzeinstellungen

Wesentliche Browser-Speicherung merkt sich Sprache, Leseansicht, gespeicherte Themen und gerätespezifischen Tool-Fortschritt. Optionale Werbespeicherung wird nur genutzt, wenn Werbung aktiviert ist und Sie diese zulassen. Wir verkaufen keine Checklisten- oder Nachlassplan-Einträge. Datenschutzrichtlinie lesen.