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Review your beneficiaries",[1025,1026],{"type":38},{"type":129,"attrs":1027},{"color":12},{"text":775,"type":22,"marks":1029},[1030],{"type":129,"attrs":1031},{"color":12},{"type":18,"content":1033},[1034],{"text":1035,"type":22,"marks":1036},"Many of your accounts and policies, such as your 401(k), will have designated beneficiaries. When you open these accounts, you state your beneficiary.  ",[1037],{"type":129,"attrs":1038},{"color":12},{"type":18,"content":1040},[1041],{"text":1042,"type":22,"marks":1043},"When writing your will and other estate planning documents, you need to ensure your beneficiaries line up across all your accounts. ",[1044],{"type":129,"attrs":1045},{"color":12},{"type":18,"content":1047},[1048],{"text":1049,"type":22,"marks":1050},"If there is a conflict on the same account, for example, you named your spouse as your 401(k) beneficiary on your 401(k) account, but your will states your eldest child is the beneficiary, the beneficiary named on the retirement account takes precedence.  ",[1051],{"type":129,"attrs":1052},{"color":12},{"type":18,"content":1054},[1055],{"text":1056,"type":22,"marks":1057},"While this may not be an issue, should your circumstances change, it’s important to update your beneficiaries to ensure your assets go where you want them to.  ",[1058],{"type":129,"attrs":1059},{"color":12},{"type":764,"attrs":1061,"content":1062},{"level":766},[1063,1069],{"text":1064,"type":22,"marks":1065},"5. Understand your state’s estate tax laws",[1066,1067],{"type":38},{"type":129,"attrs":1068},{"color":12},{"text":775,"type":22,"marks":1070},[1071],{"type":129,"attrs":1072},{"color":12},{"type":18,"content":1074},[1075],{"text":1076,"type":22,"marks":1077},"One of the many advantages of estate planning is that it is a way to minimize the amount of estate and inheritance tax your family might have to pay. ",[1078],{"type":129,"attrs":1079},{"color":12},{"type":18,"content":1081},[1082],{"text":1083,"type":22,"marks":1084},"With that being said, not all states impose these taxes. ",[1085],{"type":129,"attrs":1086},{"color":12},{"type":18,"content":1088},[1089],{"text":1090,"type":22,"marks":1091},"Only one state imposes both estate and inheritance tax – Maryland. 11 states have estate tax: Connecticut, Hawaii, Illinois, Maine, Massachusetts, Minnesota, New York, Oregon, Rhode Island, Vermont and Washington state. ",[1092],{"type":129,"attrs":1093},{"color":12},{"type":18,"content":1095},[1096],{"text":1097,"type":22,"marks":1098},"Onlyfive states have inheritance tax – Iowa, Kentucky, Nebraska, New Jersey and Pennsylvania.  ",[1099],{"type":129,"attrs":1100},{"color":12},{"type":18,"content":1102},[1103],{"text":1104,"type":22,"marks":1105},"At a federal level, only those who pass a high threshold are liable to pay estate tax – for 2024, this threshold is $13.61 million.  ",[1106],{"type":129,"attrs":1107},{"color":12},{"type":764,"attrs":1109,"content":1110},{"level":766},[1111,1117],{"text":1112,"type":22,"marks":1113},"6. Review your documents and wishes regularly ",[1114,1115],{"type":38},{"type":129,"attrs":1116},{"color":12},{"text":775,"type":22,"marks":1118},[1119],{"type":129,"attrs":1120},{"color":12},{"type":18,"content":1122},[1123],{"text":1124,"type":22,"marks":1125},"Life is full of ups and downs, and with that comes many changes.  ",[1126],{"type":129,"attrs":1127},{"color":12},{"type":18,"content":1129},[1130],{"text":1131,"type":22,"marks":1132},"It’s important to regularly review your estate plan to ensure your wishes remain the same. ",[1133],{"type":129,"attrs":1134},{"color":12},{"type":18,"content":1136},[1137],{"text":1138,"type":22,"marks":1139},"This is especially true if you have gone through a big life change, such as a marriage, divorce, or you have added to your family. Changes in the law can also impact decisions you make.  ",[1140],{"type":129,"attrs":1141},{"color":12},{"type":18,"content":1143},[1144],{"text":1145,"type":22,"marks":1146},"It’s suggested you should review your plan every two years.  ",[1147],{"type":129,"attrs":1148},{"color":12},{"type":764,"attrs":1150,"content":1151},{"level":766},[1152,1158],{"text":1153,"type":22,"marks":1154},"Get expert guidance",[1155,1156],{"type":38},{"type":129,"attrs":1157},{"color":12},{"text":775,"type":22,"marks":1159},[1160],{"type":129,"attrs":1161},{"color":12},{"type":18,"content":1163},[1164],{"text":1165,"type":22,"marks":1166},"Unfortunately, estate planning isn’t a simple tick-the-box exercise. It takes time, a lot of planning and some hard decision-making.  ",[1167],{"type":129,"attrs":1168},{"color":12},{"type":18,"content":1170},[1171],{"text":1172,"type":22,"marks":1173},"If you need help with your estate planning, it's important to seek expert advice. ",[1174],{"type":129,"attrs":1175},{"color":12},{"type":18,"content":1177},[1178],{"text":1179,"type":22,"marks":1180},"A good place to start is Unbiased. Here, you can get matched with an independent SEC-regulated financial advisor who can guide you in the right direction.  ",[1181],{"type":129,"attrs":1182},{"color":12},{"type":18,"content":1184},[1185,1194],{"text":1186,"type":22,"marks":1187},"Match with your perfect financial professional today",[1188,1190,1191,1193],{"type":31,"attrs":1189},{"href":55,"uuid":34,"anchor":34,"target":824,"linktype":36},{"type":38},{"type":129,"attrs":1192},{"color":12},{"type":852},{"text":1195,"type":22,"marks":1196},".",[1197,1198],{"type":38},{"type":129,"attrs":1199},{"color":12},"article-rich-text",[1202],{"_uid":1203,"image":1204,"title":1207,"component":1219,"breadcrumbs":558},"22930091-b93a-46a9-bc95-ada6bd09a990",{"alt":12,"name":12,"title":12,"filename":1205,"copyright":12,"fieldtype":1206},"https://a.storyblok.com/f/185166/1720x1143/b510d70f83/estate-planning-checklist.webp","asset",{"type":15,"content":1208},[1209],{"type":18,"content":1210},[1211,1217],{"text":1212,"type":22,"marks":1213},"Estate planning checklist:",[1214],{"type":25,"attrs":1215},{"class":1216},"primary-gradient",{"text":1218,"type":22}," what do you need to know?","app-hero",{"name":1221,"created_at":1222,"published_at":1223,"updated_at":1224,"id":1225,"uuid":1226,"content":1227,"slug":1237,"full_slug":1238,"sort_by_date":34,"position":1239,"tag_list":1240,"is_startpage":543,"parent_id":1241,"meta_data":34,"group_id":1242,"first_published_at":1243,"release_id":34,"lang":730,"path":34,"alternates":1244,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Rachel Carey","2023-03-28T10:05:08.718Z","2025-01-28T12:05:49.815Z","2025-01-28T12:05:49.832Z",283076789,"b4ce951f-89c7-4ef6-97a8-709dc6d856e1",{"job":1228,"_uid":1229,"name":1221,"image":1230,"component":1233,"education":1234,"expertise":1235,"description":1236},"Senior Content Writer","a6e3129c-eeee-4438-8204-797883981521",{"id":1231,"alt":12,"name":12,"focus":12,"title":12,"filename":1232,"copyright":12,"fieldtype":1206,"is_external_url":543},7792663,"https://a.storyblok.com/f/185166/1199x1257/2401746255/rachel-carey.jpg","article-author","Griffith College Dublin, MA (Hons) in Journalism & Media Communications","Rachel brings over a decade of experience in media, including SEO content writing, marketing, public relations, and broadcast and print journalism.","Rachel is a Senior Content Writer at Unbiased, producing content across a range of different sectors, including personal finance, retirement, and investing. She specializes in simplifying intricate financial terms into clear, engaging content tailored for both B2C and B2B audiences.","rachel-carey","authors/rachel-carey",-10,[],224651374,"024abff2-15a6-4099-8ba2-25c01abe42e8","2023-04-03T07:50:42.397Z",[],[1246],{"_uid":1247,"body":1248,"title":1260,"component":1261},"617d21c4-1678-4412-90cc-21f1c4f0393b",[1249,1253,1257],{"_uid":1250,"href":1251,"text":1252,"component":542,"openInNewWindow":558},"5979382b-6787-43be-b35d-35c8bbc745a6","https://www.unbiased.com/discover/banking/estate-planning-documents","Estate planning documents",{"_uid":1254,"href":1255,"text":1256,"component":542,"openInNewWindow":558},"4f9f3890-f7a4-4152-ad47-f0ff8d60ffec","https://www.unbiased.com/discover/financial-advice/estate-planning-financial-advisor","Estate planning financial advisor",{"_uid":1258,"href":848,"text":1259,"component":542,"openInNewWindow":558},"9cdd8389-b65f-418f-be37-3065575f3f6d","What is estate planning?","Related articles","app-links-list",{"title":1263,"plugin":1264,"og_image":12,"og_title":12,"description":1265,"twitter_image":12,"twitter_title":12,"og_description":12,"twitter_description":12},"Estate planning checklist: what do you need to know? ","seo_metatags","From getting your documents in order to noting your state’s estate tax laws, this article will provide you with a comprehensive estate planning checklist.","app-article",[],[],[],"estate-planning-checklist","discover/banking/estate-planning-checklist",10,[],365515562,"a0cec02c-259b-45d6-b46d-4bc98faf9e02","2023-12-22T10:51:00.056Z",[],{"left":727,"top":727,"width":1279,"height":1279,"rotate":727,"vFlip":543,"hFlip":543,"body":1280},24,"\u003Cpath fill=\"currentColor\" d=\"M3.71 16.29a1 1 0 0 0-.33-.21a1 1 0 0 0-.76 0a1 1 0 0 0-.33.21a1 1 0 0 0-.21.33a1 1 0 0 0 .21 1.09a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1 1 0 0 0 .21-1.09a1 1 0 0 0-.21-.33M7 8h14a1 1 0 0 0 0-2H7a1 1 0 0 0 0 2m-3.29 3.29a1 1 0 0 0-1.09-.21a1.2 1.2 0 0 0-.33.21a1 1 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1 1 0 0 0-.21-.33M21 11H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2M3.71 6.29a1 1 0 0 0-.33-.21a1 1 0 0 0-1.09.21a1.2 1.2 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a1 1 0 0 0 1.09-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1.2 1.2 0 0 0-.21-.33M21 16H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2\"/>",[1282,1285,1286],{"title":1283,"exact":558,"href":1284},"Home","https://www.unbiased.com",{"title":381,"exact":558,"to":394,"disabled":543},{"title":750,"exact":558,"to":1287,"disabled":558},"/discover/banking/estate-planning-checklist",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":1289},"\u003Cpath fill=\"currentColor\" d=\"m181.66 133.66l-80 80a8 8 0 0 1-11.32-11.32L164.69 128L90.34 53.66a8 8 0 0 1 11.32-11.32l80 80a8 8 0 0 1 0 11.32\"/>",1777540668907]