Interactive
The Estate Map
Pick your situation and see — in plain English — how your assets would flow. Then download the map to mark up and bring to your attorney.
An “estate map” is simply a picture of where everything goes — who holds what, which trust catches it at death, and which person ultimately receives it. Plans are far easier to understand, and to spot gaps in, when they are drawn rather than described.
But there is no single map: a single person's plan looks nothing like a business owner's. Choose the situation that fits you below, tap any box to see what it does in plain language, then download that version to mark up with your own names and bring to your attorney.
A married couple using both spouses' trusts to provide for the survivor and the children.
Outside your estate
Tap any box above to see — in plain English — what it does.
The PDF
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Sources
This briefing is general educational information from The Hidden Tax. It is not legal, tax, or investment advice, not a recommendation, and not a substitute for professional counsel. Estate, trust, and tax planning depend on facts specific to you and on laws that change over time. Consult a qualified estate attorney and tax advisor before acting on anything described here.