Estate planning goes beyond drafting a will. Use this pre-death checklist to account for your assets and ensure they are dispersed as you wish.

To open a trust account: Choose the trust type, create a trust agreement, add beneficiaries and trustee(s), pick the institution and provide documents.

For example, if your taxable income is $50,000 and you contribute $3,000 to a tax-deferred account, you would pay tax on only $47,000. In 30 years, once you retire, if your taxable income for a ...

Home Retirement Estate Planning How Transfer-on-Death Accounts Can Fit Into Your Estate Planning Also known as joint accounts, these types of accounts let their owners pass on small estates in a ...