Estate Planning
Estate planning is the process of organizing and arranging the distribution of a person's assets and property after their death. This typically involves creating legal documents such as a will or trust, and may also include designating power of attorney and selecting beneficiaries for certain assets. Continue Reading Below
Encyclopedia Articles
Discover the definition of financial terms related to estate planning.

What Is a Trustee? Definition, Role, and Duties
SuperMoney Team

What Is a Successor Trustee? Duties & Powers
Danielle Lindenbaum

Life Estate Explained: How It Works, Types, and Examples
SuperMoney Team

Tenancy in Common: How It Works vs. Joint Tenancy
Andrew Latham

Lady Bird Deed: How Enhanced Life Estate Deeds Avoid Probate
Andrew Latham

Power of Attorney: Types, How It Works, and When You Need One
Andrew Latham

Adjustable Life Insurance: Explained, Examples, and Strategies
SuperMoney Team

Demystifying Death Benefits: Your Guide to Insurance and Annuity Payouts
Silas Bamigbola

What is Term Life Insurance? And Why Is Everyone Suddenly Interested
Andrew Latham

Trust Fund: What It Is, How It Works, and How to Set One Up
Andrew Latham
Learn About Estate Planning

Reverse Mortgage Challenges When In A Care Facility
Benjamin Locke

Options When A Spouse Dies With A Reverse Mortgage
Benjamin Locke

Inheriting a Reverse Mortgage: Things To Know
Benjamin Locke

Reverse Mortgage Pros And Cons
Benjamin Locke

What Is a DINK? Understanding Dual Income, No Kids
Benjamin Locke

SuperMoney’s AI Scores 99.4% on Its CFP® Knowledge Benchmark
SuperMoney Team

Two Names on Deed, One Person Dies, What Then?
Benjamin Locke

How to Open a Bank Account That No Creditor Can Touch
Benjamin Locke

Does an Executor Have to Show Accounting to Beneficiaries?
Benjamin Locke

How To Get a Death Certificate (and Why It’s Important)
Lacey Stark

Contingent Beneficiary vs. Primary Beneficiary: Definitions and Examples
Emily Africa

Credit Life Insurance: What Is It & How Does It Work?
Emma Dillon

Joint Life Insurance Policy: What Is It & How Does It Work?
Lacey Stark

What Happens To Unclaimed Property In New York
Benjamin Locke

Taxes on Trust Funds: How They're Taxed & Who Pays
Erin Gobler

Guaranteed Life Insurance: Should You Buy It? Pros and Cons
Heather Skyler