Estate Planning Basics

Learn the essentials around planning and protecting the future for your family and loved ones.

  • A woman reading a temporary guardianship requirements on a paper at her desk.

    What is Short-Term or Temporary Guardianship?

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  • A group of people sitting at a conference table, reviewing estate planning documents of high net worth individuals.

    Estate Planning for High Net Worth Individuals: How Wealthy Families Can Protect and Transfer Their Legacy

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  • An image of a woman reviewing Wisconsin estate tax documents in her kitchen.

    Wisconsin Estate Tax: Everything Residents Need to Know

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  • A smiling young woman researching about taxes on cash gifts on her laptop, at her desk.

    Are Cash Gifts Taxable?

    · 19 min read

  • Two colleagues looking at a laptop screen together in a modern office.

    What Is a Step-up in Basis, and How Can It Help You at Death?

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  • Two people sitting by a window and reading about estate plan vs will together.

    Estate Planning vs. Will: What Americans Need to Know Before Choosing

    · 7 min read

  • Two women at a desk look at a tablet and discuss estate planning for pets.

    Estate Planning for Pets

    · 13 min read

  • A woman browsing about spouse beneficiary IRA rules in her office.

    Spouse Beneficiary IRA Rules

    · 15 min read

  • Colleagues discussing about estate planning for charitable giving around a table with laptops.

    Estate Planning for Charitable Giving: Strategy Map and Tax-Smart Options

    · 19 min read

  • An image of a woman gifting property to her children by signing a paper on a desk, while her husband overlooks.

    Gifting Property to Your Loved Ones

    · 17 min read

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