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Estate Planning

Click Here for Important Information Regarding Estate Planning and Changes to Tax Laws

An estate plan is an important component of your overall financial plan. You won't create an actual estate plan with this website,1 but these estate planning resources—including interactive tools, checklists, important definitions, and tax strategies—can help you to structure your estate plan or further define your goals.

Prioritize Your Estate Planning Process

After answering a few simple questions, you will receive a prioritized list of topics with information on how they may affect your situation. Please remember, however, that consulting an estate planning attorney helps to ensure that your unique circumstances are taken into account to set priorities and document your estate plan.

Start Your Estate Planning Research Now

Estate Planning Considerations

1About the estate planning website: The estate planning website (which includes all attachments) is not intended or written as legal or tax advice, nor are we authorized to give such advice. Nothing is intended or written to be used, and cannot be used by any person, for the purpose of (i) avoiding any tax penalties or (ii) promoting, marketing, or recommending to any other person any transaction or matter addressed herein. We encourage you to seek advice from your own legal or tax counsel. Also, the laws that may affect your situation can vary depending on your specific facts (including your state of legal residence); our goal is to provide the most widely used or understood meanings and explanations as opposed to those of any specific law. If you need to create or update an existing estate plan, you should confer with an estate planning attorney or professional advisor to help with your expectations and document your plan to comply with state and federal law.
Copyright 2014, T. Rowe Price Investment Services, Inc., Distributor. All rights reserved.