Leaving assets to heirs

Your estate is a legacy. These resources can help make the estate planning process more efficient and effective, and one that respects your wishes.
Keep in mind:
  • Consider contingencies (for example, what happens if a primary heir can't receive the bequest)
  • Understand potential tax liabilities
  • Address your philanthropic goals
See the checklist
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What you need to know about your will
Learn about different types of wills and what to consider when your will is being drafted.
Protect your assets with a trust
Trusts can help ensure that your assets are used according to your wishes — and may help to reduce estate taxes.
Should you give your kids an early inheritance?
Making gifts to your children now, instead of in your will, can be satisfying. Here are things to consider.
Make philanthropy an important part of your estate planning
Learn how charitable gifts can be used to manage taxes, shift assets and transfer wealth.
Estate planning checklist
Review estate planning basics and related planning tools like wills, estate taxes and trusts.
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Estate Tax Calculator
Estimate what your estate tax liability might be.
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Transfer new assets, such as an IRA from an outside institution, and you may qualify for real benefits and rewards on your Merrill investment and Bank of America banking account.
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Important disclosures

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

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