Estate Planning Strategies

Discover effective estate planning strategies to protect your assets and ensure smooth wealth transfer. Learn about trusts, wills, and tax planning options.

What are the most common estate planning strategies families use?

Common estate planning strategies include creating revocable living trusts to avoid probate, establishing wills for asset distribution, setting up beneficiary designations on accounts, and using life insurance for estate liquidity. Many families also explore tax planning techniques and charitable giving options to maximize their legacy.

ProbateTrusts vs. Wills

Avoid Probate with a Trust

Trusts help avoid probate by transferring assets directly to beneficiaries without court involvement, saving time, money, and maintaining privacy.

SimplyTrust EditorialDecember 22, 2025