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Estate Planning

As the saying goes, two things are certain: "Death and taxes." So, it's worth reviewing your plans for each. Estate planning is about planning for who comes after you, and how well you'll prepare them for the future.

Featured Articles

Understanding Inherited IRAs

Learn what inherited IRAs are, how to roll over your inherited IRA, and other considerations you may want to be aware of.

7 Things You Should Consider Including In Your Will

A person’s will outlines what to do in the event that they pass away. Here are seven things you should keep in mind.

What Happens To An Account When A Customer Passes Away

We explain the process for claiming ownership of an account after the owner has passed away.

Recent Articles

The 3 Estate Planning Documents Everyone Should Have

The best thing you can do for your future self and your loved ones is prepare for the worst. Create your estate plan with these three essential documents.

Understanding Trust Accounts

Betterment supports both revocable and irrevocable trusts that are authorized to invest in securities. Learn more about how to set up a trust and what documents we’ll need from you.

Overview: Beneficiaries, Power of Attorney, and Trusted Contacts

Learn more about how to set up beneficiaries, a power of attorney, or trusted contact.

Time to Prepare Your Estate Plan? Consider These Estate Planning Tips

An estate plan helps to ensure that your wishes regarding your health and assets are clear and can be followed accordingly, before and after your death.

Should You Create a Trust Fund? It Could Help You Preserve Wealth

Weigh the costs and benefits of establishing a trust as part of your estate planning.