estate planning tools Archives

Household using a laptop to compare RMD estimator tools and inheritance tax calculators with retirement statements on the table

Top 7 RMD & Inheritance Tax Estimator Tools for Households

by Jason Wootten
March 5, 2026February 23, 2026

If you want a clean, household-ready way to estimate retirement withdrawals and death-related taxes, the best mix is an IRS-table-based RMD calculator plus a state-aware estate or inheritance tax estimator that lets you run “what changes… Top 7 RMD & Inheritance Tax Estimator Tools for Households

DIY planner updating a trust funding tracker spreadsheet with account titling status and proof documents.

7 Trust Funding Trackers and Asset Titling Tools for DIY Planners

by Jason Wootten
February 12, 2026February 23, 2026

If you are funding a revocable living trust without a full-service law firm doing the legwork, you need two things working together: a reliable way to track what has actually been retitled, and a set… 7 Trust Funding Trackers and Asset Titling Tools for DIY Planners